AWM
Aprio Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Hold |
2,729
| – | – | 0.11% | 114 |
|
|
2025
Q1 | $867K | Hold |
2,729
| – | – | 0.11% | 119 |
|
|
2024
Q4 | $912K | Hold |
2,729
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $892K | Hold |
2,729
| – | – | 0.14% | 89 |
|
|
2024
Q2 | $842K | Hold |
2,729
| – | – | 0.15% | 82 |
|
|
2024
Q1 | $819K | Hold |
2,729
| – | – | 0.16% | 77 |
|
|
2023
Q4 | $747K | Hold |
2,729
| – | – | 0.17% | 75 |
|
|
2023
Q3 | $669K | Hold |
2,729
| – | – | 0.18% | 68 |
|
|
2023
Q2 | $694K | Hold |
2,729
| – | – | 0.19% | 59 |
|
|
2023
Q1 | $642K | Hold |
2,729
| – | – | 0.2% | 51 |
|
|
2022
Q4 | $602K | Hold |
2,729
| – | – | 0.21% | 53 |
|
|
2022
Q3 | $565K | Buy |
+2,729
| New | +$565K | 0.23% | 52 |
|