Burt Wealth Advisors’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 | $479K | Hold |
|
|||||
|
2025
Q1 | $433K | Hold |
|
|||||
|
2024
Q4 | $456K | Sell |
|
|||||
|
2024
Q3 | $558K | Hold |
|
|||||
|
2024
Q2 | $527K | Hold |
|
|||||
|
2024
Q1 | $512K | Hold |
|
|||||
|
2023
Q4 | $467K | Hold |
|
|||||
|
2023
Q3 | $418K | Hold |
|
|||||
|
2023
Q2 | $434K | Hold |
|
|||||
|
2023
Q1 | $402K | Hold |
|
|||||
|
2022
Q4 | $377K | Hold |
|
|||||
|
2022
Q3 | $353K | Hold |
|
|||||
|
2022
Q2 | $371K | Hold |
|
|||||
|
2022
Q1 | $448K | Buy |
|
|||||
|
2021
Q4 | $312K | Sell |
|
|||||
|
2021
Q3 | $294K | Hold |
|
|||||
|
2021
Q2 | $295K | Hold |
|
|||||
|
2021
Q1 | $274K | Hold |
|
|||||
|
2020
Q4 | $258K | Sell |
|
|||||
|
2020
Q3 | $235K | Hold |
|
|||||
|
2020
Q2 | $216K | Hold |
|
|||||
|
2020
Q1 | $178K | Hold |
|
|||||
|
2019
Q4 | $226K | Hold |
|
|||||
|
2019
Q3 | $209K | Hold |
|
|||||
|
2019
Q2 | $207K | Hold |
|
|||||
|
2019
Q1 | $200K | Hold |
|
|||||
|
2018
Q4 | $176K | Hold |
|
|||||
|
2018
Q3 | $207K | Hold |
|
|||||
|
2018
Q2 | $195K | Hold |
|
|||||
|
2018
Q1 | $188K | Hold |
|
|||||
|
2017
Q4 | $190K | Hold |
|
|||||
|
2017
Q3 | $179K | Hold |
|
|||||
|
2017
Q2 | $172K | Hold |
|
|||||
|
2017
Q1 | $168K | Hold |
|
|||||
|
2016
Q4 | $160K | Hold |
|
|||||
|
2016
Q3 | $153K | Hold |
|
|||||
|
2016
Q2 | $148K | Hold |
|
|||||
|
2016
Q1 | $145K | Sell |
|
|||||
|
2015
Q4 | $158K | Buy |
|
|||||
|
2015
Q3 | $136K | Hold |
|
|||||
|
2015
Q2 | $149K | Buy |
|