ARS Wealth Advisors Group’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 | $536K | Buy |
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|
2025
Q2 | $356K | Hold |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $339K | Sell |
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|
2024
Q3 | $333K | Hold |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $625K | Sell |
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|
2023
Q2 | $856K | Sell |
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|
2023
Q1 | $816K | Buy |
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|
2022
Q4 | $686K | Sell |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $2.32M | Sell |
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|
2021
Q3 | $2.15M | Buy |
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