Wealth Architects’s iShares Russell 3000 ETF IWV Stock Holding History

Wealth Architects’s Portfolio IWV Stock Details IWV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Sell	5,495 -8	-0.1%	-$2.81K	0.2%	62
2025 Q1	$1.75M	Hold	5,503	–	–	0.19%	64
2024 Q4	$1.84M	Sell	5,503 -202	-4%	-$67.5K	0.21%	61
2024 Q3	$1.86M	Hold	5,705	–	–	0.21%	58
2024 Q2	$1.76M	Sell	5,705 -183	-3%	-$56.5K	0.22%	58
2024 Q1	$1.77M	Hold	5,888	–	–	0.23%	55
2023 Q4	$1.61M	Hold	5,888	–	–	0.23%	56
2023 Q3	$1.44M	Hold	5,888	–	–	0.25%	54
2023 Q2	$1.5M	Hold	5,888	–	–	0.25%	52
2023 Q1	$1.39M	Hold	5,888	–	–	0.25%	52
2022 Q4	$1.3M	Sell	5,888 -110	-2%	-$24.3K	0.25%	53
2022 Q3	$1.24M	Hold	5,998	–	–	0.26%	45
2022 Q2	$1.3M	Hold	5,998	–	–	0.25%	46
2022 Q1	$1.57M	Hold	5,998	–	–	0.27%	39
2021 Q4	$1.66M	Sell	5,998 -355	-6%	-$98.5K	0.29%	40
2021 Q3	$1.62M	Hold	6,353	–	–	0.31%	39
2021 Q2	$1.63M	Hold	6,353	–	–	0.32%	34
2021 Q1	$1.51M	Sell	6,353 -257	-4%	-$61K	0.33%	34
2020 Q4	$1.48M	Sell	6,610 -389	-6%	-$87K	0.34%	33
2020 Q3	$1.37M	Sell	6,999 -615	-8%	-$120K	0.37%	33
2020 Q2	$1.37M	Hold	7,614	–	–	0.38%	32
2020 Q1	$1.13M	Hold	7,614	–	–	0.39%	31
2019 Q4	$1.44M	Buy	7,614 +2	+0%	+$377	0.4%	26
2019 Q3	$1.32M	Hold	7,612	–	–	0.4%	26
2019 Q2	$1.31M	Buy	7,612 +1	+0%	+$172	0.4%	28
2019 Q1	$1.27M	Hold	7,611	–	–	0.4%	29
2018 Q4	$1.12M	Buy	7,611 +2	+0%	+$294	0.4%	29
2018 Q3	$1.31M	Sell	7,609 -399	-5%	-$68.7K	0.4%	28
2018 Q2	$1.3M	Hold	8,008	–	–	0.42%	26
2018 Q1	$1.25M	Buy	8,008 +1	+0%	+$156	0.41%	27
2017 Q4	$1.27M	Buy	8,007 +1	+0%	+$158	0.42%	30
2017 Q3	$1.2M	Buy	8,006 +1	+0%	+$149	0.42%	29
2017 Q2	$1.15M	Hold	8,005	–	–	0.43%	28
2017 Q1	$1.12M	Sell	8,005 -444	-5%	-$62.1K	0.45%	28
2016 Q4	$1.12M	Sell	8,449 -239	-3%	-$31.8K	0.5%	26
2016 Q3	$1.11M	Buy	8,688 +2	+0%	+$256	0.52%	23
2016 Q2	$1.08M	Sell	8,686 -1	-0%	-$124	0.52%	23
2016 Q1	$1.05M	Buy	8,687 +2	+0%	+$242	0.52%	23
2015 Q4	$1.05M	Sell	8,685 -349	-4%	-$42K	0.52%	26
2015 Q3	$1.03M	Buy	9,034 +1	+0%	+$114	0.55%	25
2015 Q2	$1.12M	Hold	9,033	–	–	0.6%	17
2015 Q1	$1.12M	Sell	9,033 -299	-3%	-$37K	0.64%	17
2014 Q4	$1.14M	Buy	+9,332	New	+$1.14M	0.67%	16