Brinker Capital Investments’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
Q3 | $7M | Buy |
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|
2025
Q2 | $6.36M | Buy |
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|
2025
Q1 | $5.76M | Buy |
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|
2024
Q4 | $6.02M | Sell |
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|
2024
Q3 | $6.75M | Sell |
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|
2024
Q2 | $6.41M | Sell |
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|
2024
Q1 | $6.29M | Sell |
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|
2023
Q4 | $5.82M | Buy |
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|
2023
Q3 | $5.22M | Buy |
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|
2023
Q2 | $5.41M | Sell |
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|
2023
Q1 | $5.17M | Sell |
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|
2022
Q4 | $5.08M | Buy |
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|
2022
Q3 | $4.75M | Sell |
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|
2022
Q2 | $5.04M | Sell |
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|
2022
Q1 | $6.32M | Sell |
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|
2021
Q4 | $6.72M | Sell |
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|
2021
Q3 | $6.44M | Hold |
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|
2021
Q2 | $6.44M | Buy |
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|
2021
Q1 | $5.97M | Sell |
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|
2020
Q4 | $7.93M | Buy |
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|
2020
Q3 | $5.38M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $547K | Sell |
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|
2016
Q1 | $601K | Buy |
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|
2015
Q4 | $576K | Buy |
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|
2015
Q3 | $422K | Sell |
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|
2015
Q2 | $1.93M | Buy |
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|
2015
Q1 | $954K | Buy |
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|
2014
Q4 | $716K | Buy |
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|
2014
Q3 | $597K | Buy |
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|
2014
Q2 | $280K | Buy |
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|
2014
Q1 | $86K | Sell |
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|
2013
Q4 | $7.09M | Hold |
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|
2013
Q3 | $6.48M | Buy |
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|
2013
Q2 | $6.1M | Buy |
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