ACA
Affinity Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
2,262
-329
| -13% | -$115K | 0.14% | 76 |
|
|
2025
Q1 | $784K | Sell |
2,591
-25
| -1% | -$7.57K | 0.16% | 71 |
|
|
2024
Q4 | $880K | Buy |
2,616
+7
| +0.3% | +$2.36K | 0.17% | 68 |
|
|
2024
Q3 | $853K | Sell |
2,609
-199
| -7% | -$65K | 0.17% | 69 |
|
|
2024
Q2 | $867K | Sell |
2,808
-1,434
| -34% | -$443K | 0.18% | 67 |
|
|
2024
Q1 | $1.27M | Sell |
4,242
-1,680
| -28% | -$504K | 0.28% | 53 |
|
|
2023
Q4 | $1.62M | Sell |
5,922
-3,491
| -37% | -$956K | 0.4% | 47 |
|
|
2023
Q3 | $2.31M | Sell |
9,413
-63,629
| -87% | -$15.6M | 0.63% | 35 |
|
|
2023
Q2 | $18.6M | Buy |
73,042
+48,117
| +193% | +$12.2M | 5.04% | 4 |
|
|
2023
Q1 | $5.87M | Buy |
+24,925
| New | +$5.87M | 1.83% | 12 |
|