Ascent Wealth Partners’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 | $5.99M | Sell |
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|
2025
Q2 | $5.55M | Hold |
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|
2025
Q1 | $5.03M | Hold |
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|
2024
Q4 | $5.29M | Sell |
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|
2024
Q3 | $5.17M | Sell |
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|
2024
Q2 | $4.9M | Sell |
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|
2024
Q1 | $4.78M | Sell |
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|
2023
Q4 | $4.5M | Sell |
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|
2023
Q3 | $4.25M | Sell |
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|
2023
Q2 | $4.53M | Sell |
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|
2023
Q1 | $4.4M | Sell |
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|
2022
Q4 | $4.51M | Sell |
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|
2022
Q3 | $8.36M | Buy |
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|
2022
Q2 | $4.44M | Sell |
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|
2022
Q1 | $5.94M | Buy |
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|
2021
Q4 | $5.87M | Sell |
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|
2021
Q3 | $5.54M | Sell |
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|
2021
Q2 | $6.02M | Sell |
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|
2021
Q1 | $6.35M | Sell |
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|
2020
Q4 | $6M | Sell |
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|
2020
Q3 | $5.5M | Sell |
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|
2020
Q2 | $5.4M | Sell |
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|
2020
Q1 | $7.74M | Buy |
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