Beacon Investment Advisory Services’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
Q3 | $294K | Hold |
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|
2025
Q2 | $273K | Hold |
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|
2025
Q1 | $247K | Buy |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $221K | Hold |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $263K | Hold |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $352K | Hold |
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|
2018
Q3 | $412K | Hold |
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|
2018
Q2 | $388K | Hold |
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|
2018
Q1 | $374K | Buy |
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