Avidian Wealth Enterprises’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 | $1.75M | Buy |
4,996
+1,631
| +48% | +$573K | 0.07% | 143 |
|
|
2025
Q1 | $1.07M | Buy |
3,365
+789
| +31% | +$251K | 0.05% | 189 |
|
|
2024
Q4 | $861K | Buy |
2,576
+513
| +25% | +$171K | 0.04% | 209 |
|
|
2024
Q3 | $674K | Hold |
2,063
| – | – | 0.03% | 243 |
|
|
2024
Q2 | $637K | Buy |
2,063
+132
| +7% | +$40.7K | 0.03% | 238 |
|
|
2024
Q1 | $579K | Hold |
1,931
| – | – | 0.03% | 240 |
|
|
2023
Q4 | $529K | Buy |
1,931
+5
| +0.3% | +$1.37K | 0.03% | 250 |
|
|
2023
Q3 | $472K | Buy |
+1,926
| New | +$472K | 0.03% | 267 |
|