Accurate 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 | $410K | Sell |
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|
2025
Q2 | $395K | Hold |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $400K | Hold |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $434K | Hold |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $392K | Hold |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $406K | Sell |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $611K | Buy |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $365K | Buy |
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