Accurate Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
1,108
| – | – | 0.06% | 308 |
|
|
2025
Q1 | $335K | Sell |
1,108
-98
| -8% | -$29.7K | 0.06% | 260 |
|
|
2024
Q4 | $400K | Hold |
1,206
| – | – | 0.08% | 236 |
|
|
2024
Q3 | $398K | Sell |
1,206
-153
| -11% | -$50.6K | 0.08% | 238 |
|
|
2024
Q2 | $434K | Hold |
1,359
| – | – | 0.1% | 181 |
|
|
2024
Q1 | $385K | Sell |
1,359
-74
| -5% | -$21K | 0.11% | 174 |
|
|
2023
Q4 | $392K | Hold |
1,433
| – | – | 0.12% | 169 |
|
|
2023
Q3 | $357K | Sell |
1,433
-136
| -9% | -$33.9K | 0.11% | 171 |
|
|
2023
Q2 | $406K | Sell |
1,569
-319
| -17% | -$82.4K | 0.13% | 163 |
|
|
2023
Q1 | $444K | Sell |
1,888
-75
| -4% | -$17.6K | 0.15% | 145 |
|
|
2022
Q4 | $443K | Sell |
1,963
-913
| -32% | -$206K | 0.16% | 113 |
|
|
2022
Q3 | $611K | Buy |
2,876
+1,288
| +81% | +$274K | 0.25% | 74 |
|
|
2022
Q2 | $357K | Buy |
1,588
+197
| +14% | +$44.3K | 0.19% | 101 |
|
|
2022
Q1 | $365K | Buy |
+1,391
| New | +$365K | 0.16% | 109 |
|