Abacus Planning Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Hold |
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|
2025
Q1 | $1.23M | Hold |
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|
2024
Q4 | $1.3M | Hold |
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|
2024
Q3 | $1.27M | Hold |
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|
2024
Q2 | $1.2M | Hold |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $951K | Hold |
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|
2023
Q2 | $988K | Hold |
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|
2023
Q1 | $914K | Hold |
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|
2022
Q4 | $857K | Hold |
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|
2022
Q3 | $804K | Hold |
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|
2022
Q2 | $844K | Hold |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.08M | Hold |
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|
2021
Q3 | $989K | Sell |
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|
2021
Q2 | $1.49M | Hold |
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|
2021
Q1 | $1.38M | Hold |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.24M | Hold |
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|
2020
Q2 | $1.14M | Hold |
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|
2020
Q1 | $941K | Hold |
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|
2019
Q4 | $1.2M | Hold |
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|
2019
Q3 | $1.1M | Hold |
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|
2019
Q2 | $1.09M | Hold |
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|
2019
Q1 | $1.06M | Hold |
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|
2018
Q4 | $932K | Hold |
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|
2018
Q3 | $1.09M | Hold |
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|
2018
Q2 | $1.03M | Hold |
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|
2018
Q1 | $992K | Hold |
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|
2017
Q4 | $1M | Buy |
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