Arax Advisory Partners’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 | $1.3M | Buy |
+3,716
| New | +$1.3M | 0.06% | 208 |
|
|
2018
Q3 | – | Sell |
-72
| Closed | -$11K | – | 671 |
|
|
2018
Q2 | $11K | Hold |
72
| – | – | ﹤0.01% | 337 |
|
|
2018
Q1 | $11K | Hold |
72
| – | – | 0.01% | 321 |
|
|
2017
Q4 | $11K | Hold |
72
| – | – | ﹤0.01% | 321 |
|
|
2017
Q3 | $10K | Hold |
72
| – | – | ﹤0.01% | 329 |
|
|
2017
Q2 | $10K | Hold |
72
| – | – | ﹤0.01% | 351 |
|
|
2017
Q1 | $10K | Hold |
72
| – | – | ﹤0.01% | 331 |
|
|
2016
Q4 | $10K | Buy |
+72
| New | +$10K | 0.01% | 326 |
|