Apollon Wealth Management’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 | $204K | Buy |
+580
| New | +$204K | ﹤0.01% | 1171 |
|
|
2024
Q3 | – | Sell |
-779
| Closed | -$241K | – | 1155 |
|
|
2024
Q2 | $241K | Buy |
779
+16
| +2% | +$4.94K | 0.01% | 937 |
|
|
2024
Q1 | $229K | Sell |
763
-16
| -2% | -$4.8K | 0.01% | 985 |
|
|
2023
Q4 | $213K | Buy |
+779
| New | +$213K | 0.01% | 980 |
|
|
2023
Q2 | – | Sell |
-1,059
| Closed | -$249K | – | 973 |
|
|
2023
Q1 | $249K | Buy |
+1,059
| New | +$249K | 0.02% | 731 |
|
|
2020
Q3 | – | Sell |
-135
| Closed | -$24K | – | 423 |
|
|
2020
Q2 | $24K | Buy |
+135
| New | +$24K | 0.01% | 341 |
|