Summit Trail Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Summit Trail Advisors’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
2025 Q3	$5.3M	Sell
2025 Q2	$5M	Buy
2024 Q4	–	Sell
2024 Q3	$4.93M	Buy
2024 Q2	$4.65M	Hold
2024 Q1	$4.52M	Hold
2023 Q4	$4.12M	Buy
2023 Q3	$3.5M	Hold
2023 Q2	$3.62M	Buy
2022 Q2	–	Sell
2022 Q1	$246K	Buy