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Wealthedge Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Wealthedge Investment Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.47M Sell
7,045
-2,332
-25% -$819K 1.03% 25
2025
Q1 		$2.98M Sell
9,377
-2,334
-20% -$741K 1.34% 19
2024
Q4 		$3.91M Buy
+11,711
New +$3.91M 1.76% 13