9WM
9258 Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.56M | Sell |
7,838
-530
| -6% | -$173K | 0.38% | 50 |
|
|
2024
Q2 | $2.58M | Sell |
8,368
-91
| -1% | -$28.1K | 0.4% | 51 |
|
|
2024
Q1 | $2.54M | Buy |
8,459
+102
| +1% | +$30.6K | 0.4% | 54 |
|
|
2023
Q4 | $2.29M | Sell |
8,357
-346
| -4% | -$94.7K | 0.4% | 53 |
|
|
2023
Q3 | $2.13M | Buy |
8,703
+315
| +4% | +$77.2K | 0.41% | 53 |
|
|
2023
Q2 | $2.13M | Buy |
8,388
+3,912
| +87% | +$996K | 0.4% | 52 |
|
|
2023
Q1 | $1.05M | Sell |
4,476
-522
| -10% | -$123K | 0.21% | 94 |
|
|
2022
Q4 | $1.1M | Sell |
4,998
-219
| -4% | -$48.3K | 0.24% | 88 |
|
|
2022
Q3 | $1.08M | Sell |
5,217
-1,116
| -18% | -$231K | 0.28% | 83 |
|
|
2022
Q2 | $1.38M | Sell |
6,333
-579
| -8% | -$126K | 0.35% | 68 |
|
|
2022
Q1 | $1.81M | Buy |
6,912
+3,611
| +109% | +$947K | 0.42% | 49 |
|
|
2021
Q4 | $916K | Buy |
+3,301
| New | +$916K | 0.21% | 116 |
|