Sellwood Investment Partners LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sellwood Investment Partners LLC opened 1 positions, added to 24, reduced 15, sold out of 0 and left 6 unchanged. The largest increase in value was VXUS (+$5,473,785); the largest decrease was VGIT (-$352,645).
- IWB: Country of operation —; Class RUS 1000 ETF; Shares 2026-03-31 6,690; Shares 2026-06-30 6,690.
- IWD: Country of operation —; Class RUS 1000 VAL ETF; Shares 2026-03-31 660; Shares 2026-06-30 660.
- SCHE: Country of operation —; Class EMRG MKTEQ ETF; Shares 2026-03-31 269; Shares 2026-06-30 269.
- IEFA: Country of operation —; Class CORE MSCI EAFE; Shares 2026-03-31 129; Shares 2026-06-30 129.
Two Form 13F-HR filings compared (SEC CIK 1763958): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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