Beacon Pointe Advisors’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 | $4.84M | Buy |
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|
2025
Q2 | $3.54M | Sell |
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|
2025
Q1 | $3.29M | Sell |
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|
2024
Q4 | $8.49M | Buy |
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|
2024
Q3 | $2.34M | Sell |
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|
2024
Q2 | $3.32M | Buy |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $3.18M | Sell |
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|
2023
Q3 | $3.03M | Buy |
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|
2023
Q2 | $3.05M | Sell |
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|
2023
Q1 | $3.03M | Sell |
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|
2022
Q4 | $3.36M | Buy |
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|
2022
Q3 | $2.96M | Buy |
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|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $8.62M | Sell |
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|
2021
Q4 | $9.44M | Sell |
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|
2021
Q3 | $9.36M | Sell |
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|
2021
Q2 | $9.82M | Buy |
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|
2021
Q1 | $9.01M | Sell |
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|
2020
Q4 | $8.55M | Buy |
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|
2020
Q3 | $5.39M | Sell |
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|
2020
Q2 | $8.22M | Sell |
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|
2020
Q1 | $6.84M | Buy |
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