Apexium 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
Q3 | $460K | Hold |
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|
2025
Q2 | $426K | Hold |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $387K | Hold |
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $356K | Hold |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $245K | Buy |
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