Aprio Wealth Management’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 | $958K | Hold |
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|
2025
Q1 | $867K | Hold |
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|
2024
Q4 | $912K | Hold |
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|
2024
Q3 | $892K | Hold |
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|
2024
Q2 | $842K | Hold |
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|
2024
Q1 | $819K | Hold |
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|
2023
Q4 | $747K | Hold |
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|
2023
Q3 | $669K | Hold |
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|
2023
Q2 | $694K | Hold |
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|
2023
Q1 | $642K | Hold |
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|
2022
Q4 | $602K | Hold |
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|
2022
Q3 | $565K | Buy |
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