Strategic Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Strategic Wealth Partners’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$101K	Hold
2025 Q4	$106K	Hold
2025 Q3	$103K	Sell
2025 Q2	$101K	Buy
2022 Q1	–	Sell
2021 Q4	$201K	Buy