VWA

VERITY Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$580K	Hold	1,651	–	–	0.39%	45
2025 Q1	$524K	Hold	1,651	–	–	0.39%	48
2024 Q4	$552K	Hold	1,651	–	–	0.4%	48
2024 Q3	$539K	Hold	1,651	–	–	0.38%	51
2024 Q2	$510K	Sell	1,651 -117	-7%	-$36.1K	0.38%	50
2024 Q1	$531K	Hold	1,768	–	–	0.41%	49
2023 Q4	$484K	Hold	1,768	–	–	0.42%	43
2023 Q3	$433K	Sell	1,768 -199	-10%	-$48.8K	0.41%	46
2023 Q2	$501K	Hold	1,967	–	–	0.45%	40
2023 Q1	$463K	Hold	1,967	–	–	0.43%	46
2022 Q4	$434K	Hold	1,967	–	–	0.43%	48
2022 Q3	$407K	Hold	1,967	–	–	0.42%	47
2022 Q2	$428K	Hold	1,967	–	–	0.42%	43
2022 Q1	$516K	Hold	1,967	–	–	0.46%	37
2021 Q4	$546K	Hold	1,967	–	–	0.45%	38
2021 Q3	$501K	Hold	1,967	–	–	0.45%	39
2021 Q2	$503K	Hold	1,967	–	–	0.46%	36
2021 Q1	$467K	Hold	1,967	–	–	0.41%	39
2020 Q4	$440K	Hold	1,967	–	–	0.4%	38
2020 Q3	$385K	Hold	1,967	–	–	0.39%	35
2020 Q2	$354K	Hold	1,967	–	–	0.38%	36
2020 Q1	$292K	Sell	1,967 -296	-13%	-$43.9K	0.4%	34
2019 Q4	$427K	Hold	2,263	–	–	0.41%	38
2019 Q3	$393K	Hold	2,263	–	–	0.39%	38
2019 Q2	$390K	Hold	2,263	–	–	0.38%	37
2019 Q1	$377K	Hold	2,263	–	–	0.39%	37
2018 Q4	$332K	Buy	+2,263	New	+$332K	0.38%	38