Albion Financial Group’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
Q2 | $196K | Hold |
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|
2025
Q1 | $177K | Hold |
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|
2024
Q4 | $187K | Hold |
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|
2024
Q3 | $182K | Hold |
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|
2024
Q2 | $172K | Hold |
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|
2024
Q1 | $167K | Hold |
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|
2023
Q4 | $153K | Hold |
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|
2023
Q3 | $137K | Hold |
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|
2023
Q2 | $142K | Hold |
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|
2023
Q1 | $131K | Hold |
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|
2022
Q4 | $123K | Hold |
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|
2022
Q3 | $116K | Hold |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $146K | Hold |
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|
2021
Q4 | $155K | Hold |
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|
2021
Q3 | $142K | Hold |
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|
2021
Q2 | $143K | Buy |
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|
2020
Q4 | $125K | Buy |
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