Aquire Wealth Advisors’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
Q3 | $5.24M | Sell |
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|
2025
Q2 | $4.87M | Sell |
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|
2025
Q1 | $4.41M | Buy |
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|
2024
Q4 | $4.64M | Sell |
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|
2024
Q3 | $4.74M | Sell |
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|
2024
Q2 | $4.63M | Sell |
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|
2024
Q1 | $4.52M | Sell |
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|
2023
Q4 | $4.2M | Sell |
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|
2023
Q3 | $3.98M | Sell |
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|
2023
Q2 | $4.81M | Sell |
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|
2023
Q1 | $4.55M | Sell |
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|
2022
Q4 | $4.27M | Sell |
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|
2022
Q3 | $4.21M | Sell |
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|
2022
Q2 | $4.58M | Buy |
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|
2022
Q1 | $5.52M | Sell |
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|
2021
Q4 | $5.84M | Buy |
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