Bradley & Co Private 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
Q2 | $547K | Hold |
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|
2025
Q1 | $495K | Hold |
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|
2024
Q4 | $520K | Buy |
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|
2024
Q2 | $481K | Hold |
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $367K | Hold |
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|
2022
Q4 | $344K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $409K | Hold |
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|
2021
Q4 | $432K | Hold |
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|
2021
Q3 | $397K | Hold |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $369K | Buy |
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