BIP Wealth’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 | $1.55M | Sell |
4,413
-5
| -0.1% | -$1.76K | 0.1% | 80 |
|
|
2025
Q1 | $1.4M | Sell |
4,418
-19
| -0.4% | -$6.04K | 0.09% | 78 |
|
|
2024
Q4 | $1.48M | Sell |
4,437
-88
| -2% | -$29.4K | 0.1% | 77 |
|
|
2024
Q3 | $1.48M | Sell |
4,525
-4
| -0.1% | -$1.31K | 0.1% | 72 |
|
|
2024
Q2 | $1.4M | Sell |
4,529
-2
| -0% | -$617 | 0.11% | 66 |
|
|
2024
Q1 | $1.36M | Hold |
4,531
| – | – | 0.1% | 71 |
|
|
2023
Q4 | $1.24M | Sell |
4,531
-1
| -0% | -$274 | 0.1% | 75 |
|
|
2023
Q3 | $1.11M | Buy |
4,532
+45
| +1% | +$11K | 0.1% | 73 |
|
|
2023
Q2 | $1.14M | Sell |
4,487
-45
| -1% | -$11.5K | 0.09% | 73 |
|
|
2023
Q1 | $1.07M | Buy |
+4,532
| New | +$1.07M | 0.12% | 77 |
|