Advisornet Financial’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 | $313K | Buy |
891
+2
| +0.2% | +$702 | 0.02% | 469 |
|
|
2025
Q1 | $282K | Buy |
889
+173
| +24% | +$55K | 0.02% | 470 |
|
|
2024
Q4 | $239K | Sell |
716
-7
| -1% | -$2.34K | 0.02% | 467 |
|
|
2024
Q3 | $236K | Buy |
723
+2
| +0.3% | +$654 | 0.02% | 489 |
|
|
2024
Q2 | $222K | Sell |
721
-164
| -19% | -$50.6K | 0.02% | 451 |
|
|
2024
Q1 | $266K | Buy |
885
+2
| +0.2% | +$600 | 0.03% | 422 |
|
|
2023
Q4 | $242K | Buy |
883
+7
| +0.8% | +$1.92K | 0.02% | 442 |
|
|
2023
Q3 | $215K | Hold |
876
| – | – | 0.02% | 448 |
|
|
2023
Q2 | $223K | Hold |
876
| – | – | 0.02% | 459 |
|
|
2023
Q1 | $206K | Hold |
876
| – | – | 0.02% | 461 |
|
|
2022
Q4 | $193K | Buy |
876
+855
| +4,071% | +$189K | 0.02% | 480 |
|
|
2022
Q3 | $4K | Sell |
21
-387
| -95% | -$73.7K | ﹤0.01% | 1532 |
|
|
2022
Q2 | $89K | Sell |
408
-540
| -57% | -$118K | 0.01% | 700 |
|
|
2022
Q1 | $249K | Sell |
948
-43
| -4% | -$11.3K | 0.02% | 505 |
|
|
2021
Q4 | $275K | Sell |
991
-69
| -7% | -$19.1K | 0.02% | 516 |
|
|
2021
Q3 | $270K | Sell |
1,060
-2,191
| -67% | -$558K | 0.02% | 488 |
|
|
2021
Q2 | $832K | Sell |
3,251
-164
| -5% | -$42K | 0.06% | 292 |
|
|
2021
Q1 | $810K | Sell |
3,415
-89
| -3% | -$21.1K | 0.06% | 280 |
|
|
2020
Q4 | $783K | Sell |
3,504
-78
| -2% | -$17.4K | 0.06% | 262 |
|
|
2020
Q3 | $701K | Sell |
3,582
-2,151
| -38% | -$421K | 0.06% | 279 |
|
|
2020
Q2 | $1.03M | Sell |
5,733
-299
| -5% | -$53.8K | 0.08% | 218 |
|
|
2020
Q1 | $895K | Sell |
6,032
-59
| -1% | -$8.75K | 0.08% | 212 |
|
|
2019
Q4 | $1.15M | Sell |
6,091
-271
| -4% | -$51.1K | 0.1% | 192 |
|
|
2019
Q3 | $1.11M | Sell |
6,362
-36
| -0.6% | -$6.26K | 0.1% | 196 |
|
|
2019
Q2 | $1.1M | Sell |
6,398
-1,587
| -20% | -$274K | 0.12% | 173 |
|
|
2019
Q1 | $1.33M | Sell |
7,985
-1,683
| -17% | -$281K | 0.16% | 135 |
|
|
2018
Q4 | $1.42M | Sell |
9,668
-279
| -3% | -$41K | 0.2% | 110 |
|
|
2018
Q3 | $1.71M | Sell |
9,947
-1,638
| -14% | -$282K | 0.22% | 100 |
|
|
2018
Q2 | $1.88M | Sell |
11,585
-3,350
| -22% | -$544K | 0.25% | 78 |
|
|
2018
Q1 | $2.34M | Sell |
14,935
-9,296
| -38% | -$1.45M | 0.32% | 66 |
|
|
2017
Q4 | $3.83M | Buy |
+24,231
| New | +$3.83M | 0.58% | 29 |
|