BCWM
Bartlett & Co 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
Q2 | $1.17M | Hold |
3,345
| – | – | 0.02% | 243 |
|
|
2025
Q1 | $1.06M | Buy |
3,345
+2,020
| +152% | +$642K | 0.02% | 246 |
|
|
2024
Q4 | $443K | Hold |
1,325
| – | – | 0.01% | 341 |
|
|
2024
Q3 | $433K | Sell |
1,325
-150
| -10% | -$49K | 0.01% | 347 |
|
|
2024
Q2 | $455K | Hold |
1,475
| – | – | 0.01% | 335 |
|
|
2024
Q1 | $443K | Hold |
1,475
| – | – | 0.01% | 344 |
|
|
2023
Q4 | $405K | Hold |
1,475
| – | – | 0.01% | 373 |
|
|
2023
Q3 | $363K | Hold |
1,475
| – | – | 0.01% | 373 |
|
|
2023
Q2 | $375K | Hold |
1,475
| – | – | 0.01% | 378 |
|
|
2023
Q1 | $347K | Hold |
1,475
| – | – | 0.01% | 325 |
|
|
2022
Q4 | $326K | Hold |
1,475
| – | – | 0.01% | 333 |
|
|
2022
Q3 | $305K | Buy |
1,475
+150
| +11% | +$31.1K | 0.01% | 325 |
|
|
2022
Q2 | $288K | Sell |
1,325
-415
| -24% | -$90.2K | 0.01% | 331 |
|
|
2022
Q1 | $457K | Buy |
1,740
+365
| +27% | +$95.8K | 0.01% | 300 |
|
|
2021
Q4 | $382K | Hold |
1,375
| – | – | 0.01% | 329 |
|
|
2021
Q3 | $350K | Hold |
1,375
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $352K | Hold |
1,375
| – | – | 0.01% | 288 |
|
|
2021
Q1 | $326K | Buy |
1,375
+21
| +2% | +$4.98K | 0.01% | 292 |
|
|
2020
Q4 | $303K | Buy |
1,354
+29
| +2% | +$6.48K | 0.01% | 292 |
|
|
2020
Q3 | $259K | Hold |
1,325
| – | – | 0.01% | 287 |
|
|
2020
Q2 | $239K | Buy |
1,325
+1,000
| +308% | +$180K | 0.01% | 294 |
|
|
2020
Q1 | $48.2K | Sell |
325
-79
| -20% | -$11.7K | ﹤0.01% | 469 |
|
|
2019
Q4 | $76.2K | Buy |
404
+1
| +0.2% | +$188 | ﹤0.01% | 448 |
|
|
2019
Q3 | $70K | Buy |
403
+103
| +34% | +$17.9K | ﹤0.01% | 454 |
|
|
2019
Q2 | $51.7K | Hold |
300
| – | – | ﹤0.01% | 427 |
|
|
2019
Q1 | $50K | Hold |
300
| – | – | ﹤0.01% | 418 |
|
|
2018
Q4 | $44.1K | Hold |
300
| – | – | ﹤0.01% | 428 |
|
|
2018
Q3 | $51.9K | Hold |
300
| – | – | ﹤0.01% | 433 |
|
|
2018
Q2 | $48.7K | Hold |
300
| – | – | ﹤0.01% | 429 |
|
|
2018
Q1 | $46.9K | Buy |
+300
| New | +$46.9K | ﹤0.01% | 436 |
|