Atlantic Private Wealth’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 | $53.2K | Hold |
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|
2025
Q2 | $49.2K | Hold |
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|
2025
Q1 | $44.4K | Buy |
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|
2024
Q4 | $46.6K | Buy |
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|
2024
Q3 | $45.4K | Sell |
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|
2024
Q2 | $42.8K | Buy |
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|
2024
Q1 | $41.5K | Hold |
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|
2023
Q4 | $37.7K | Buy |
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|
2023
Q3 | $33.5K | Hold |
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|
2023
Q2 | $34.8K | Buy |
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|
2023
Q1 | $32.1K | Buy |
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