AHL Investment 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 | $240K | Sell |
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|
2025
Q2 | $270K | Hold |
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|
2025
Q1 | $244K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $251K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $289K | Hold |
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|
2021
Q4 | $306K | Buy |
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