WMS Partners’s iShares Russell 3000 ETF IWV Stock Holding History

WMS Partners’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$215K	Hold
2024 Q3	$210K	Buy
2016 Q2	–	Sell
2016 Q1	$986K	Buy
2015 Q4	$970K	Buy