Atlantic Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.2K | Hold |
140
| – | – | 0.03% | 105 |
|
|
2025
Q1 | $44.4K | Buy |
140
+1
| +0.7% | +$317 | 0.03% | 119 |
|
|
2024
Q4 | $46.6K | Buy |
139
+1
| +0.7% | +$335 | 0.04% | 94 |
|
|
2024
Q3 | $45.4K | Sell |
138
-1
| -0.7% | -$329 | 0.03% | 88 |
|
|
2024
Q2 | $42.8K | Buy |
139
+1
| +0.7% | +$308 | 0.03% | 68 |
|
|
2024
Q1 | $41.5K | Hold |
138
| – | – | 0.03% | 71 |
|
|
2023
Q4 | $37.7K | Buy |
138
+1
| +0.7% | +$273 | 0.03% | 72 |
|
|
2023
Q3 | $33.5K | Hold |
137
| – | – | 0.03% | 65 |
|
|
2023
Q2 | $34.8K | Buy |
137
+1
| +0.7% | +$254 | 0.04% | 66 |
|
|
2023
Q1 | $32.1K | Buy |
+136
| New | +$32.1K | 0.03% | 58 |
|