Yardley Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Yardley Wealth Management’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 Q2	$2.05M	Hold
2025 Q1	$1.85M	Sell
2024 Q4	$2M	Sell
2024 Q3	$1.97M	Buy