Addison Advisors’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
Q2 | $155K | Hold |
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|
2025
Q1 | $141K | Hold |
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|
2024
Q4 | $148K | Hold |
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|
2024
Q3 | $145K | Hold |
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|
2024
Q2 | $137K | Hold |
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|
2024
Q1 | $133K | Buy |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $129K | Sell |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $105K | Hold |
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|
2021
Q2 | $105K | Buy |
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|
2020
Q4 | $92K | Buy |
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