AE 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 | $390K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $275K | Sell |
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|
2023
Q4 | $715K | Sell |
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|
2023
Q3 | $635K | Sell |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $693K | Buy |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $683K | Sell |
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|
2022
Q1 | $853K | Buy |
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|
2021
Q4 | $850K | Buy |
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|
2021
Q3 | $556K | Buy |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $363K | Sell |
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|
2020
Q4 | $347K | Buy |
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