CFA
Cahill Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
9,001
+8
| +0.1% | +$2.81K | 0.39% | 45 |
|
|
2025
Q1 | $2.86M | Buy |
8,993
+14
| +0.2% | +$4.45K | 0.39% | 45 |
|
|
2024
Q4 | $3M | Buy |
8,979
+619
| +7% | +$207K | 0.41% | 43 |
|
|
2024
Q3 | $2.73M | Buy |
8,360
+25
| +0.3% | +$8.17K | 0.37% | 47 |
|
|
2024
Q2 | $2.57M | Buy |
8,335
+20
| +0.2% | +$6.17K | 0.35% | 53 |
|
|
2024
Q1 | $2.5M | Sell |
8,315
-16
| -0.2% | -$4.8K | 0.34% | 57 |
|
|
2023
Q4 | $2.28M | Buy |
8,331
+5
| +0.1% | +$1.37K | 0.34% | 62 |
|
|
2023
Q3 | $2.04M | Hold |
8,326
| – | – | 0.34% | 62 |
|
|
2023
Q2 | $2.12M | Buy |
8,326
+21
| +0.3% | +$5.34K | 0.34% | 60 |
|
|
2023
Q1 | $1.95M | Buy |
8,305
+30
| +0.4% | +$7.06K | 0.35% | 63 |
|
|
2022
Q4 | $1.83M | Sell |
8,275
-97
| -1% | -$21.4K | 0.35% | 66 |
|
|
2022
Q3 | $1.73M | Sell |
8,372
-169
| -2% | -$35K | 0.37% | 68 |
|
|
2022
Q2 | $1.86M | Buy |
8,541
+14
| +0.2% | +$3.04K | 0.39% | 61 |
|
|
2022
Q1 | $2.24M | Sell |
8,527
-1,663
| -16% | -$436K | 0.42% | 58 |
|
|
2021
Q4 | $2.83M | Sell |
10,190
-158
| -2% | -$43.8K | 0.55% | 45 |
|
|
2021
Q3 | $2.64M | Sell |
10,348
-6
| -0.1% | -$1.53K | 0.54% | 44 |
|
|
2021
Q2 | $2.65M | Sell |
10,354
-178
| -2% | -$45.6K | 0.6% | 41 |
|
|
2021
Q1 | $2.5M | Sell |
10,532
-112
| -1% | -$26.6K | 0.61% | 38 |
|
|
2020
Q4 | $2.38M | Sell |
10,644
-465
| -4% | -$104K | 0.6% | 41 |
|
|
2020
Q3 | $2.17M | Sell |
11,109
-223
| -2% | -$43.6K | 0.78% | 33 |
|
|
2020
Q2 | $2.04M | Sell |
11,332
-759
| -6% | -$137K | 0.79% | 32 |
|
|
2020
Q1 | $1.79M | Sell |
12,091
-279
| -2% | -$41.4K | 0.83% | 34 |
|
|
2019
Q4 | $2.33M | Sell |
12,370
-1,191
| -9% | -$225K | 0.85% | 33 |
|
|
2019
Q3 | $2.36M | Sell |
13,561
-694
| -5% | -$121K | 0.92% | 29 |
|
|
2019
Q2 | $2.46M | Sell |
14,255
-58
| -0.4% | -$10K | 0.97% | 26 |
|
|
2019
Q1 | $2.39M | Sell |
14,313
-119
| -0.8% | -$19.8K | 0.99% | 26 |
|
|
2018
Q4 | $2.12M | Buy |
14,432
+183
| +1% | +$26.9K | 1.06% | 22 |
|
|
2018
Q3 | $2.46M | Sell |
14,249
-658
| -4% | -$113K | 1.08% | 21 |
|
|
2018
Q2 | $2.42M | Sell |
14,907
-80
| -0.5% | -$13K | 1.12% | 20 |
|
|
2018
Q1 | $2.34M | Sell |
14,987
-261
| -2% | -$40.8K | 1.12% | 23 |
|
|
2017
Q4 | $2.41M | Sell |
15,248
-246
| -2% | -$38.9K | 1.21% | 23 |
|
|
2017
Q3 | $2.31M | Buy |
15,494
+506
| +3% | +$75.6K | 1.22% | 23 |
|
|
2017
Q2 | $2.16M | Sell |
14,988
-956
| -6% | -$138K | 1.2% | 24 |
|
|
2017
Q1 | $2.23M | Sell |
15,944
-841
| -5% | -$118K | 1.29% | 25 |
|
|
2016
Q4 | $2.23M | Sell |
16,785
-171
| -1% | -$22.7K | 1.36% | 23 |
|
|
2016
Q3 | $2.17M | Sell |
16,956
-392
| -2% | -$50.3K | 1.41% | 21 |
|
|
2016
Q2 | $2.15M | Sell |
17,348
-1,071
| -6% | -$133K | 1.5% | 21 |
|
|
2016
Q1 | $2.23M | Sell |
18,419
-750
| -4% | -$90.7K | 1.67% | 19 |
|
|
2015
Q4 | $2.31M | Buy |
19,169
+126
| +0.7% | +$15.2K | 1.89% | 14 |
|
|
2015
Q3 | $2.17M | Sell |
19,043
-3,810
| -17% | -$434K | 1.76% | 17 |
|
|
2015
Q2 | $2.83M | Buy |
22,853
+283
| +1% | +$35.1K | 2.12% | 11 |
|
|
2015
Q1 | $2.8M | Buy |
22,570
+331
| +1% | +$41K | 2.13% | 12 |
|
|
2014
Q4 | $2.72M | Buy |
22,239
+453
| +2% | +$55.4K | 2.1% | 13 |
|
|
2014
Q3 | $2.55M | Buy |
21,786
+114
| +0.5% | +$13.3K | 2.03% | 15 |
|
|
2014
Q2 | $2.55M | Buy |
21,672
+43
| +0.2% | +$5.06K | 2% | 15 |
|
|
2014
Q1 | $2.43M | Buy |
21,629
+17
| +0.1% | +$1.91K | 2.08% | 14 |
|
|
2013
Q4 | $2.39M | Buy |
+21,612
| New | +$2.39M | 2.07% | 13 |
|