BCPWM
Bradley & Co Private Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Hold |
1,557
| – | – | 0.33% | 26 |
|
|
2025
Q1 | $495K | Hold |
1,557
| – | – | 0.34% | 25 |
|
|
2024
Q4 | $520K | Buy |
+1,557
| New | +$520K | 0.32% | 23 |
|
|
2024
Q2 | $481K | Hold |
1,557
| – | – | 0.36% | 24 |
|
|
2024
Q1 | $467K | Hold |
1,557
| – | – | 0.38% | 27 |
|
|
2023
Q4 | $426K | Hold |
1,557
| – | – | 0.39% | 23 |
|
|
2023
Q3 | $382K | Hold |
1,557
| – | – | 0.4% | 24 |
|
|
2023
Q2 | $396K | Hold |
1,557
| – | – | 0.39% | 24 |
|
|
2023
Q1 | $367K | Hold |
1,557
| – | – | 0.4% | 24 |
|
|
2022
Q4 | $344K | Hold |
1,557
| – | – | 0.42% | 26 |
|
|
2022
Q3 | $322K | Hold |
1,557
| – | – | 0.38% | 28 |
|
|
2022
Q2 | $338K | Hold |
1,557
| – | – | 0.37% | 31 |
|
|
2022
Q1 | $409K | Hold |
1,557
| – | – | 0.35% | 33 |
|
|
2021
Q4 | $432K | Hold |
1,557
| – | – | 0.35% | 36 |
|
|
2021
Q3 | $397K | Hold |
1,557
| – | – | 0.34% | 37 |
|
|
2021
Q2 | $398K | Hold |
1,557
| – | – | 0.35% | 38 |
|
|
2021
Q1 | $369K | Buy |
+1,557
| New | +$369K | 0.34% | 41 |
|