Badgley Phelps Wealth Managers’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
Q2 | $2.27M | Buy |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $889K | Sell |
|
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|
2022
Q4 | $888K | Buy |
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|
2022
Q3 | $681K | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $799K | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $851K | Buy |
|