AMBIA
Allen Mooney & Barnes Investment 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 | – | Sell |
-4,203
| Closed | -$1.34M | – | 157 |
|
|
2025
Q1 | $1.34M | Hold |
4,203
| – | – | 0.22% | 65 |
|
|
2024
Q4 | $1.4M | Hold |
4,203
| – | – | 0.24% | 59 |
|
|
2024
Q3 | $1.37M | Sell |
4,203
-4,131
| -50% | -$1.35M | 0.23% | 61 |
|
|
2024
Q2 | $2.57M | Hold |
8,334
| – | – | 0.46% | 47 |
|
|
2024
Q1 | $2.47M | Hold |
8,334
| – | – | 0.47% | 49 |
|
|
2023
Q4 | $2.28M | Hold |
8,334
| – | – | 0.43% | 50 |
|
|
2023
Q3 | $2.04M | Hold |
8,334
| – | – | 0.44% | 53 |
|
|
2023
Q2 | $2.12M | Buy |
+8,334
| New | +$2.12M | 0.47% | 49 |
|