Ashford 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
Q2 | $388K | Buy |
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|
2025
Q1 | $587K | Hold |
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|
2024
Q4 | $618K | Sell |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $628K | Hold |
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|
2024
Q1 | $610K | Hold |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $578K | Hold |
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|
2023
Q1 | $535K | Hold |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $525K | Hold |
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|
2022
Q1 | $633K | Hold |
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|
2021
Q4 | $670K | Sell |
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|
2021
Q3 | $2.13M | Hold |
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|
2021
Q2 | $2.14M | Sell |
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|
2021
Q1 | $2.01M | Hold |
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|
2020
Q4 | $1.89M | Buy |
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