Altiora Financial Group’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 | $339K | Hold |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $500K | Hold |
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|
2023
Q1 | $462K | Hold |
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|
2022
Q4 | $433K | Buy |
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