Avior Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-127
| Closed | -$42.6K | – | 1546 |
|
|
2024
Q4 | $42.6K | Buy |
127
+71
| +127% | +$23.8K | ﹤0.01% | 1196 |
|
|
2024
Q3 | $18.4K | Hold |
56
| – | – | ﹤0.01% | 1391 |
|
|
2024
Q2 | $17.4K | Sell |
56
-107
| -66% | -$33.2K | ﹤0.01% | 1374 |
|
|
2024
Q1 | $48.9K | Buy |
163
+113
| +226% | +$33.9K | ﹤0.01% | 1242 |
|
|
2023
Q4 | $13.7K | Hold |
50
| – | – | ﹤0.01% | 941 |
|
|
2023
Q3 | $12.3K | Hold |
50
| – | – | ﹤0.01% | 1013 |
|
|
2023
Q2 | $12.7K | Hold |
50
| – | – | ﹤0.01% | 989 |
|
|
2023
Q1 | $11.8K | Hold |
50
| – | – | ﹤0.01% | 1028 |
|
|
2022
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 839 |
|
|
2022
Q3 | $10K | Buy |
50
+45
| +900% | +$9K | ﹤0.01% | 849 |
|
|
2022
Q2 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 999 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q3 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 1002 |
|
|
2021
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 973 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 829 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 823 |
|