AlTi Global’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 | $14.1M | Sell |
40,094
-1,121
| -3% | -$393K | 0.35% | 41 |
|
|
2025
Q1 | $13.1M | Sell |
41,215
-4,792
| -10% | -$1.52M | 0.34% | 39 |
|
|
2024
Q4 | $15.4M | Buy |
46,007
+238
| +0.5% | +$79.6K | 0.37% | 37 |
|
|
2024
Q3 | $15M | Buy |
45,769
+1,343
| +3% | +$439K | 0.36% | 35 |
|
|
2024
Q2 | $13.7M | Sell |
44,426
-580
| -1% | -$179K | 0.37% | 33 |
|
|
2024
Q1 | $13.5M | Buy |
45,006
+1,151
| +3% | +$345K | 0.38% | 31 |
|
|
2023
Q4 | $12M | Buy |
+43,855
| New | +$12M | 0.37% | 34 |
|