Brown Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
2,065
+1
| +0% | +$351 | 0.23% | 57 |
|
|
2025
Q1 | $656K | Hold |
2,064
| – | – | 0.23% | 54 |
|
|
2024
Q4 | $690K | Buy |
2,064
+24
| +1% | +$8.02K | 0.24% | 46 |
|
|
2024
Q3 | $666K | Buy |
2,040
+1
| +0% | +$327 | 0.24% | 49 |
|
|
2024
Q2 | $629K | Sell |
2,039
-130
| -6% | -$40.1K | 0.25% | 51 |
|
|
2024
Q1 | $651K | Buy |
2,169
+1
| +0% | +$300 | 0.27% | 46 |
|
|
2023
Q4 | $593K | Buy |
2,168
+4
| +0.2% | +$1.1K | 0.26% | 48 |
|
|
2023
Q3 | $530K | Buy |
2,164
+62
| +3% | +$15.2K | 0.25% | 45 |
|
|
2023
Q2 | $535K | Buy |
+2,102
| New | +$535K | 0.28% | 53 |
|