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

Yardley Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.05M Hold
5,833
– – 1.12% 16
2025
Q1 		$1.85M Sell
5,833
-142
-2% -$45.1K 1.09% 16
2024
Q4 		$2M Sell
5,975
-45
-0.7% -$15K 0.97% 17
2024
Q3 		$1.97M Buy
+6,020
New +$1.97M 1.17% 16