Apexium 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 | $426K | Hold |
1,213
| – | – | 0.02% | 201 |
|
|
2025
Q1 | $385K | Hold |
1,213
| – | – | 0.02% | 199 |
|
|
2024
Q4 | $405K | Buy |
1,213
+28
| +2% | +$9.36K | 0.02% | 183 |
|
|
2024
Q3 | $387K | Hold |
1,185
| – | – | 0.03% | 165 |
|
|
2024
Q2 | $366K | Hold |
1,185
| – | – | 0.03% | 162 |
|
|
2024
Q1 | $356K | Hold |
1,185
| – | – | 0.03% | 166 |
|
|
2023
Q4 | $324K | Buy |
1,185
+7
| +0.6% | +$1.92K | 0.02% | 211 |
|
|
2023
Q3 | $290K | Hold |
1,178
| – | – | 0.03% | 174 |
|
|
2023
Q2 | $300K | Sell |
1,178
-10
| -0.8% | -$2.55K | 0.03% | 175 |
|
|
2023
Q1 | $280K | Hold |
1,188
| – | – | 0.03% | 176 |
|
|
2022
Q4 | $262K | Buy |
1,188
+5
| +0.4% | +$1.1K | 0.03% | 175 |
|
|
2022
Q3 | $245K | Buy |
+1,183
| New | +$245K | 0.03% | 174 |
|