Aptus Capital Advisors’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 | $1.99M | Buy |
5,662
+4
| +0.1% | +$1.4K | 0.02% | 407 |
|
|
2025
Q1 | $1.8M | Sell |
5,658
-1
| -0% | -$318 | 0.02% | 408 |
|
|
2024
Q4 | $1.89M | Buy |
5,659
+402
| +8% | +$134K | 0.02% | 395 |
|
|
2024
Q3 | $1.72M | Buy |
5,257
+7
| +0.1% | +$2.29K | 0.03% | 331 |
|
|
2024
Q2 | $1.62M | Hold |
5,250
| – | – | 0.03% | 317 |
|
|
2024
Q1 | $1.58M | Buy |
5,250
+4,747
| +944% | +$1.42M | 0.03% | 324 |
|
|
2023
Q4 | $138K | Sell |
503
-198
| -28% | -$54.2K | ﹤0.01% | 587 |
|
|
2023
Q3 | $172K | Sell |
701
-370
| -35% | -$90.7K | ﹤0.01% | 576 |
|
|
2023
Q2 | $273K | Sell |
1,071
-90
| -8% | -$22.9K | 0.01% | 413 |
|
|
2023
Q1 | $273K | Buy |
+1,161
| New | +$273K | 0.01% | 409 |
|