Truvestments Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-149	Closed	-$47.3K	–	1040
2025 Q1	$47.3K	Buy	149 +50	+51%	+$16.8K	0.01%	409
2024 Q4	$33.1K	Sell	99 -2	-2%	-$673	0.01%	439
2024 Q3	$33K	Buy	+101	New	+$31.8K	0.01%	424
2024 Q2	–	Sell	-102	Closed	-$30.6K	–	463
2024 Q1	$30.6K	Sell	102 -89	-47%	-$25.4K	0.01%	398
2023 Q4	$52.3K	Sell	191 -3	-2%	-$765	0.02%	319
2023 Q3	$47.5K	Hold	194	–	–	0.02%	290
2023 Q2	$49.4K	Sell	194 -154	-44%	-$37K	0.02%	294
2023 Q1	$81.9K	Sell	348 -65	-16%	-$15K	0.04%	254
2022 Q4	$91.2K	Sell	413 -12	-3%	-$2.67K	0.05%	256
2022 Q3	$88K	Sell	425 -11	-3%	-$2.53K	0.06%	208
2022 Q2	$95K	Buy	+436	New	+$103K	0.06%	209
2022 Q1	–	Sell	-568	Closed	-$158K	–	353
2021 Q4	$158K	Sell	568 -9	-2%	-$2.44K	0.08%	177
2021 Q3	$147K	Sell	577 -61	-10%	-$16K	0.08%	175
2021 Q2	$163K	Sell	638 -82	-11%	-$20.4K	0.09%	163
2021 Q1	$171K	Buy	720 +10	+1%	+$2.32K	0.1%	166
2020 Q4	$158K	Buy	+710	New	+$149K	0.11%	162
2018 Q3	$3K	Buy	+15	New	+$2.54K	﹤0.01%	776