1620 Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.9K | Sell |
148
-50
| -25% | -$17.6K | 0.04% | 298 |
|
|
2025
Q1 | $62.9K | Sell |
198
-95
| -32% | -$30.2K | 0.05% | 273 |
|
|
2024
Q4 | $97.9K | Hold |
293
| – | – | 0.07% | 223 |
|
|
2024
Q3 | $95.7K | Hold |
293
| – | – | 0.07% | 236 |
|
|
2024
Q2 | $90.4K | Buy |
+293
| New | +$90.4K | 0.07% | 229 |
|
|
2023
Q3 | – | Sell |
-356
| Closed | -$2.56M | – | 155 |
|
|
2023
Q2 | $2.56M | Buy |
+356
| New | +$2.56M | 2.77% | 4 |
|