1900 Wealth Management’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 | $567K | Sell |
1,615
-73
| -4% | -$25.6K | 0.04% | 125 |
|
|
2025
Q1 | $536K | Buy |
1,688
+4
| +0.2% | +$1.27K | 0.04% | 129 |
|
|
2024
Q4 | $563K | Buy |
1,684
+5
| +0.3% | +$1.67K | 0.05% | 132 |
|
|
2024
Q3 | $548K | Sell |
1,679
-394
| -19% | -$129K | 0.05% | 136 |
|
|
2024
Q2 | $640K | Buy |
2,073
+5
| +0.2% | +$1.54K | 0.06% | 122 |
|
|
2024
Q1 | $621K | Sell |
2,068
-120
| -5% | -$36K | 0.06% | 137 |
|
|
2023
Q4 | $599K | Buy |
+2,188
| New | +$599K | 0.06% | 178 |
|