AWM
Aries 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 | $5.37M | Hold |
15,294
| – | – | 1.4% | 16 |
|
|
2025
Q1 | $4.86M | Hold |
15,294
| – | – | 1.32% | 19 |
|
|
2024
Q4 | $5.11M | Hold |
15,294
| – | – | 1.41% | 15 |
|
|
2024
Q3 | $5M | Buy |
15,294
+4,461
| +41% | +$1.46M | 1.37% | 15 |
|
|
2024
Q2 | $3.34M | Hold |
10,833
| – | – | 1.05% | 25 |
|
|
2024
Q1 | $3.25M | Sell |
10,833
-50
| -0.5% | -$15K | 1.05% | 25 |
|
|
2023
Q4 | $2.98M | Hold |
10,883
| – | – | 1.06% | 24 |
|
|
2023
Q3 | $2.71M | Hold |
10,883
| – | – | 1.06% | 24 |
|
|
2023
Q2 | $2.77M | Sell |
10,883
-50
| -0.5% | -$12.7K | 1.07% | 24 |
|
|
2023
Q1 | $2.57M | Hold |
10,933
| – | – | 1.06% | 25 |
|
|
2022
Q4 | $2.41M | Buy |
10,933
+100
| +0.9% | +$22.1K | 1.04% | 26 |
|
|
2022
Q3 | $2.43M | Hold |
10,833
| – | – | 1.07% | 25 |
|
|
2022
Q2 | $2.36M | Buy |
+10,833
| New | +$2.36M | 1.07% | 26 |
|
|
2022
Q1 | – | Sell |
-10,833
| Closed | -$3.01M | – | 145 |
|
|
2021
Q4 | $3.01M | Hold |
10,833
| – | – | 1.15% | 21 |
|
|
2021
Q3 | $2.76M | Hold |
10,833
| – | – | 1.17% | 22 |
|
|
2021
Q2 | $2.77M | Hold |
10,833
| – | – | 1.19% | 19 |
|
|
2021
Q1 | $2.67M | Hold |
10,833
| – | – | 1.2% | 19 |
|
|
2020
Q4 | $2.48M | Hold |
10,833
| – | – | 1.24% | 17 |
|
|
2020
Q3 | $2.12M | Hold |
10,833
| – | – | 1.2% | 20 |
|
|
2020
Q2 | $1.95M | Hold |
10,833
| – | – | 1.19% | 24 |
|
|
2020
Q1 | $1.56M | Hold |
10,833
| – | – | 1.19% | 24 |
|
|
2019
Q4 | $2.05M | Hold |
10,833
| – | – | 1.25% | 19 |
|
|
2019
Q3 | $1.88M | Hold |
10,833
| – | – | 1.25% | 21 |
|
|
2019
Q2 | $1.9M | Hold |
10,833
| – | – | 1.33% | 20 |
|
|
2019
Q1 | $1.81M | Hold |
10,833
| – | – | 1.35% | 19 |
|
|
2018
Q4 | $1.59M | Hold |
10,833
| – | – | 1.69% | 14 |
|
|
2018
Q3 | $1.87M | Hold |
10,833
| – | – | 1.68% | 14 |
|
|
2018
Q2 | $1.81M | Hold |
10,833
| – | – | 1.67% | 16 |
|
|
2018
Q1 | $1.7M | Hold |
10,833
| – | – | 1.65% | 17 |
|
|
2017
Q4 | $1.8M | Buy |
+10,833
| New | +$1.8M | 1.65% | 17 |
|