Abound Wealth Management’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
Q3 | $130K | Hold |
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|
2025
Q2 | $120K | Hold |
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|
2025
Q1 | $109K | Sell |
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|
2024
Q4 | $130K | Hold |
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|
2024
Q3 | $127K | Hold |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $116K | Hold |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $98K | Sell |
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|
2022
Q4 | $101K | Buy |
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|
2022
Q3 | $94.4K | Buy |
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|
2022
Q2 | $99K | Hold |
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|
2022
Q1 | $119K | Buy |
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|
2021
Q4 | $126K | Buy |
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