Advisornet Financial’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 | $334K | Sell |
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|
2025
Q2 | $313K | Buy |
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|
2025
Q1 | $282K | Buy |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $236K | Buy |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $266K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $193K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $89K | Sell |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $275K | Sell |
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|
2021
Q3 | $270K | Sell |
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|
2021
Q2 | $832K | Sell |
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|
2021
Q1 | $810K | Sell |
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|
2020
Q4 | $783K | Sell |
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|
2020
Q3 | $701K | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $895K | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.33M | Sell |
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|
2018
Q4 | $1.42M | Sell |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $1.88M | Sell |
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|
2018
Q1 | $2.33M | Sell |
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|
2017
Q4 | $3.83M | Buy |
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