Beaumont Asset Management’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 | $1.03M | Hold |
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|
2025
Q1 | $935K | Sell |
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|
2024
Q4 | $993K | Hold |
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|
2024
Q3 | $970K | Hold |
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|
2024
Q2 | $917K | Hold |
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|
2024
Q1 | $891K | Hold |
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|
2023
Q4 | $813K | Hold |
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|
2023
Q3 | $728K | Hold |
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|
2023
Q2 | $756K | Hold |
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|
2023
Q1 | $699K | Sell |
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|
2022
Q4 | $669K | Sell |
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|
2022
Q3 | $751K | Buy |
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|
2022
Q2 | $661K | Sell |
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|
2022
Q1 | $811K | Sell |
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|
2021
Q4 | $940K | Hold |
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|
2021
Q3 | $863K | Sell |
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|
2021
Q2 | $936K | Sell |
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|
2021
Q1 | $885K | Sell |
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|
2020
Q4 | $854K | Hold |
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|
2020
Q3 | $747K | Sell |
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|
2020
Q2 | $756K | Hold |
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|
2020
Q1 | $623K | Sell |
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|
2019
Q4 | $917K | Buy |
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