BWA
Bordeaux Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-737
| Closed | -$246K | – | 162 |
|
|
2024
Q4 | $246K | Hold |
737
| – | – | 0.04% | 134 |
|
|
2024
Q3 | $241K | Hold |
737
| – | – | 0.04% | 140 |
|
|
2024
Q2 | $227K | Hold |
737
| – | – | 0.04% | 122 |
|
|
2024
Q1 | $221K | Buy |
+737
| New | +$221K | 0.07% | 106 |
|
|
2022
Q1 | – | Sell |
-1,575
| Closed | -$437K | – | 95 |
|
|
2021
Q4 | $437K | Buy |
+1,575
| New | +$437K | 0.2% | 67 |
|