Affinity Capital 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
Q3 | $718K | Sell |
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|
2025
Q2 | $794K | Sell |
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|
2025
Q1 | $784K | Sell |
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|
2024
Q4 | $880K | Buy |
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|
2024
Q3 | $853K | Sell |
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|
2024
Q2 | $867K | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $18.6M | Buy |
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|
2023
Q1 | $5.87M | Buy |
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