17 Capital Partners’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 | $519K | Buy |
1,479
+142
| +11% | +$49.8K | 0.3% | 98 |
|
2025
Q1 | $425K | Buy |
1,337
+62
| +5% | +$19.7K | 0.27% | 108 |
|
2024
Q4 | $426K | Buy |
1,275
+4
| +0.3% | +$1.34K | 0.27% | 102 |
|
2024
Q3 | $415K | Buy |
1,271
+117
| +10% | +$38.2K | 0.27% | 101 |
|
2024
Q2 | $356K | Buy |
1,154
+84
| +8% | +$25.9K | 0.25% | 101 |
|
2024
Q1 | $321K | Buy |
1,070
+201
| +23% | +$60.3K | 0.24% | 98 |
|
2023
Q4 | $238K | Buy |
+869
| New | +$238K | 0.22% | 84 |
|