Altiora Financial Group’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 | $339K | Hold |
967
| – | – | 0.07% | 78 |
|
|
2025
Q1 | $307K | Buy |
967
+2
| +0.2% | +$635 | 0.07% | 80 |
|
|
2024
Q4 | $322K | Buy |
965
+3
| +0.3% | +$1K | 0.07% | 80 |
|
|
2024
Q3 | $314K | Buy |
962
+4
| +0.4% | +$1.31K | 0.07% | 81 |
|
|
2024
Q2 | $296K | Buy |
958
+2
| +0.2% | +$618 | 0.07% | 76 |
|
|
2024
Q1 | $287K | Buy |
956
+2
| +0.2% | +$600 | 0.08% | 72 |
|
|
2023
Q4 | $261K | Buy |
954
+4
| +0.4% | +$1.1K | 0.08% | 71 |
|
|
2023
Q3 | $233K | Sell |
950
-1,013
| -52% | -$248K | 0.11% | 54 |
|
|
2023
Q2 | $500K | Hold |
1,963
| – | – | 0.22% | 41 |
|
|
2023
Q1 | $462K | Hold |
1,963
| – | – | 0.21% | 41 |
|
|
2022
Q4 | $433K | Buy |
+1,963
| New | +$433K | 0.22% | 38 |
|