AssetMark Inc’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 | $305K | Sell |
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|
2025
Q2 | $911K | Buy |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $931K | Buy |
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|
2024
Q3 | $328K | Buy |
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|
2024
Q2 | $76.5K | Buy |
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|
2024
Q1 | $4.2K | Sell |
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|
2023
Q4 | $72.5K | Sell |
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $4.25M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $685K | Sell |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $661K | Sell |
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|
2021
Q1 | $615K | Hold |
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|
2020
Q4 | $579K | Sell |
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|
2020
Q3 | $866K | Buy |
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|
2020
Q2 | $368K | Hold |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $399K | Buy |
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|
2019
Q3 | $355K | Hold |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $359K | Buy |
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|
2018
Q4 | $300K | Hold |
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|
2018
Q3 | $352K | Hold |
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|
2018
Q2 | $332K | Hold |
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|
2018
Q1 | $320K | Hold |
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|
2017
Q4 | $323K | Hold |
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|
2017
Q3 | $305K | Hold |
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|
2017
Q2 | $294K | Hold |
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|
2017
Q1 | $286K | Hold |
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|
2016
Q4 | $272K | Hold |
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|
2016
Q3 | $262K | Hold |
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|
2016
Q2 | $254K | Hold |
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|
2016
Q1 | $247K | Hold |
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|
2015
Q4 | $246K | Buy |
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