BigSur Wealth 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
Q3 | $12M | Hold |
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|
2025
Q2 | $11.1M | Sell |
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|
2025
Q1 | $11.1M | Hold |
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|
2024
Q4 | $11.7M | Hold |
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|
2024
Q3 | $11.4M | Hold |
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|
2024
Q2 | $10.8M | Hold |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $9.99M | Sell |
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|
2023
Q3 | $9.72M | Hold |
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|
2023
Q2 | $10.1M | Hold |
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|
2023
Q1 | $9.3M | Hold |
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|
2022
Q4 | $8.72M | Hold |
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|
2022
Q3 | $8.18M | Hold |
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|
2022
Q2 | $8.59M | Hold |
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|
2022
Q1 | $10.4M | Hold |
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|
2021
Q4 | $11M | Hold |
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|
2021
Q3 | $10.1M | Hold |
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|
2021
Q2 | $10.1M | Hold |
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|
2021
Q1 | $9.37M | Buy |
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|
2020
Q4 | $8.61M | Hold |
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|
2020
Q3 | $7.54M | Hold |
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|
2020
Q2 | $6.93M | Sell |
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|
2020
Q1 | $6.16M | Buy |
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|
2019
Q4 | $5.09M | Hold |
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|
2019
Q3 | $4.69M | Hold |
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|
2019
Q2 | $4.69M | Hold |
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|
2019
Q1 | $4.5M | Buy |
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