Atlantic Union Bankshares’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 | $219K | Buy |
+624
| New | +$219K | 0.01% | 468 |
|
2024
Q4 | – | Sell |
-643
| Closed | -$210K | – | 322 |
|
2024
Q3 | $210K | Buy |
+643
| New | +$210K | 0.01% | 311 |
|
2024
Q2 | – | Sell |
-692
| Closed | -$208K | – | 314 |
|
2024
Q1 | $208K | Buy |
+692
| New | +$208K | 0.02% | 274 |
|
2022
Q4 | – | Sell |
-1,034
| Closed | -$214K | – | 256 |
|
2022
Q3 | $214K | Hold |
1,034
| – | – | 0.02% | 237 |
|
2022
Q2 | $225K | Hold |
1,034
| – | – | 0.02% | 237 |
|
2022
Q1 | $271K | Hold |
1,034
| – | – | 0.02% | 235 |
|
2021
Q4 | $287K | Hold |
1,034
| – | – | 0.02% | 228 |
|
2021
Q3 | $264K | Hold |
1,034
| – | – | 0.02% | 235 |
|
2021
Q2 | $265K | Buy |
+1,034
| New | +$265K | 0.03% | 240 |
|