Allworth Financial’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
2,376
+151
| +7% | +$53K | ﹤0.01% | 687 |
|
|
2025
Q1 | $692K | Buy |
2,225
+170
| +8% | +$52.8K | ﹤0.01% | 614 |
|
|
2024
Q4 | $713K | Hold |
2,055
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $672K | Hold |
2,055
| – | – | ﹤0.01% | 518 |
|
|
2024
Q2 | $643K | Buy |
2,055
+254
| +14% | +$79.5K | ﹤0.01% | 518 |
|
|
2024
Q1 | $540K | Hold |
1,801
| – | – | ﹤0.01% | 531 |
|
|
2023
Q4 | $493K | Buy |
1,801
+1,797
| +44,925% | +$492K | ﹤0.01% | 523 |
|
|
2023
Q3 | $981 | Buy |
+4
| New | +$981 | ﹤0.01% | 2857 |
|
|
2022
Q4 | – | Sell |
-16
| Closed | -$3K | – | 3100 |
|
|
2022
Q3 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 2037 |
|
|
2019
Q2 | – | Sell |
-23
| Closed | -$4K | – | 992 |
|
|
2019
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 719 |
|
|
2018
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 683 |
|
|
2018
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 689 |
|
|
2018
Q2 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 676 |
|