BFSG LLC’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16K | Hold |
9
| – | – | ﹤0.01% | 589 |
|
|
2025
Q1 | $2.86K | Hold |
9
| – | – | ﹤0.01% | 585 |
|
|
2024
Q4 | $3.01K | Hold |
9
| – | – | ﹤0.01% | 587 |
|
|
2024
Q3 | $2.94K | Hold |
9
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $2.78K | Sell |
9
-31
| -78% | -$9.57K | ﹤0.01% | 561 |
|
|
2024
Q1 | $12K | Hold |
40
| – | – | ﹤0.01% | 478 |
|
|
2023
Q4 | $11K | Buy |
+40
| New | +$11K | ﹤0.01% | 449 |
|