AWM
Activest 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 | $25.6K | Hold |
73
| – | – | 0.01% | 283 |
|
|
2025
Q1 | $23.2K | Hold |
73
| – | – | 0.01% | 274 |
|
|
2024
Q4 | $24.4K | Hold |
73
| – | – | 0.01% | 233 |
|
|
2024
Q3 | $23.9K | Hold |
73
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $22.5K | Hold |
73
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $21.9K | Hold |
73
| – | – | 0.01% | 170 |
|
|
2023
Q4 | $20K | Hold |
73
| – | – | 0.01% | 145 |
|
|
2023
Q3 | $17.9K | Buy |
+73
| New | +$17.9K | 0.01% | 140 |
|
|
2023
Q2 | – | Sell |
-73
| Closed | -$16.9K | – | 360 |
|
|
2023
Q1 | $16.9K | Buy |
+73
| New | +$16.9K | 0.01% | 134 |
|
|
2022
Q3 | – | Sell |
-73
| Closed | -$16K | – | 539 |
|
|
2022
Q2 | $16K | Hold |
73
| – | – | 0.01% | 171 |
|
|
2022
Q1 | $19K | Sell |
73
-3
| -4% | -$781 | 0.01% | 165 |
|
|
2021
Q4 | $21K | Hold |
76
| – | – | 0.01% | 165 |
|
|
2021
Q3 | $19K | Sell |
76
-8
| -10% | -$2K | 0.01% | 179 |
|
|
2021
Q2 | $21K | Hold |
84
| – | – | 0.02% | 141 |
|
|
2021
Q1 | $20K | Buy |
+84
| New | +$20K | 0.02% | 147 |
|