Allworth Financial’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 | $834K | Buy |
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|
2025
Q1 | $692K | Buy |
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|
2024
Q4 | $713K | Hold |
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|
2024
Q3 | $672K | Hold |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $540K | Hold |
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|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $981 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Buy |
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