Blue Fin Capital’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 | $4.31M | Buy |
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|
2024
Q4 | $4.45M | Sell |
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2024
Q3 | $4.36M | Sell |
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|
2024
Q2 | $4.16M | Sell |
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|
2024
Q1 | $4.1M | Sell |
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|
2023
Q4 | $3.75M | Sell |
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|
2023
Q3 | $3.38M | Sell |
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|
2023
Q2 | $3.51M | Sell |
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|
2023
Q1 | $3.21M | Buy |
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|
2022
Q4 | $3.05M | Buy |
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|
2022
Q3 | $2.86M | Sell |
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|
2022
Q2 | $3.03M | Sell |
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|
2022
Q1 | $3.67M | Buy |
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|
2021
Q4 | $3.86M | Sell |
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|
2021
Q3 | $3.61M | Sell |
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|
2021
Q2 | $3.68M | Sell |
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|
2021
Q1 | $3.67M | Sell |
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|
2020
Q4 | $3.84M | Sell |
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|
2020
Q3 | $3.37M | Sell |
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|
2020
Q2 | $3.25M | Buy |
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|
2020
Q1 | $2.65M | Sell |
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|
2019
Q4 | $3.41M | Sell |
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|
2019
Q3 | $3.5M | Sell |
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|
2019
Q2 | $3.54M | Sell |
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|
2019
Q1 | $3.48M | Buy |
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|
2018
Q4 | $3.06M | Buy |
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|
2018
Q3 | $3.59M | Sell |
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|
2018
Q2 | $3.4M | Buy |
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|
2018
Q1 | $3.27M | Sell |
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|
2017
Q4 | $3.33M | Sell |
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|
2017
Q3 | $3.19M | Buy |
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|
2017
Q2 | $3.03M | Buy |
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|
2017
Q1 | $2.82M | Buy |
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|
2016
Q4 | $2.63M | Buy |
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|
2016
Q3 | $2.19M | Sell |
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|
2016
Q2 | $2.13M | Sell |
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|
2016
Q1 | $2.08M | Sell |
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|
2015
Q4 | $2.29M | Sell |
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|
2015
Q3 | $2.18M | Buy |
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|
2015
Q2 | $2.37M | Sell |
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|
2015
Q1 | $2.37M | Hold |
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|
2014
Q4 | $2.34M | Buy |
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|
2014
Q3 | $2.22M | Sell |
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|
2014
Q2 | $2.26M | Sell |
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|
2014
Q1 | $2.25M | Sell |
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|
2013
Q4 | $2.24M | Buy |
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