Abound 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 | $120K | Hold |
343
| – | – | 0.03% | 110 |
|
|
2025
Q1 | $109K | Sell |
343
-45
| -12% | -$14.3K | 0.04% | 103 |
|
|
2024
Q4 | $130K | Hold |
388
| – | – | 0.04% | 87 |
|
|
2024
Q3 | $127K | Hold |
388
| – | – | 0.04% | 89 |
|
|
2024
Q2 | $120K | Hold |
388
| – | – | 0.04% | 81 |
|
|
2024
Q1 | $116K | Hold |
388
| – | – | 0.04% | 84 |
|
|
2023
Q4 | $106K | Sell |
388
-29
| -7% | -$7.94K | 0.04% | 85 |
|
|
2023
Q3 | $102K | Hold |
417
| – | – | 0.04% | 73 |
|
|
2023
Q2 | $106K | Buy |
417
+1
| +0.2% | +$254 | 0.04% | 74 |
|
|
2023
Q1 | $98K | Sell |
416
-41
| -9% | -$9.66K | 0.04% | 74 |
|
|
2022
Q4 | $101K | Buy |
457
+1
| +0.2% | +$221 | 0.05% | 65 |
|
|
2022
Q3 | $94.4K | Buy |
456
+1
| +0.2% | +$207 | 0.05% | 62 |
|
|
2022
Q2 | $99K | Hold |
455
| – | – | 0.06% | 49 |
|
|
2022
Q1 | $119K | Buy |
455
+1
| +0.2% | +$262 | 0.09% | 49 |
|
|
2021
Q4 | $126K | Buy |
+454
| New | +$126K | 0.1% | 46 |
|