SFP
IWV icon

SwitchPoint Financial Planning’s iShares Russell 3000 ETF IWV Stock Holding History

SwitchPoint Financial Planning’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$223K Hold
634
– – 0.18% 56
2025
Q1 		$201K Hold
634
– – 0.19% 50
2024
Q4 		$212K Buy
+634
New +$212K 0.2% 47