Caldwell Trust’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
Q4 | – | Sell |
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|
2025
Q3 | $37.1K | Hold |
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|
2025
Q2 | $34.4K | Hold |
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|
2025
Q1 | $31.1K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $47.1K | Hold |
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|
2023
Q1 | $43.6K | Hold |
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|
2022
Q4 | $40.8K | Sell |
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|
2022
Q3 | $106K | Sell |
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|
2022
Q2 | $114K | Hold |
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|
2022
Q1 | $138K | Hold |
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|
2021
Q4 | $146K | Hold |
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|
2021
Q3 | $134K | Hold |
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|
2021
Q2 | $134K | Sell |
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|
2021
Q1 | $202K | Hold |
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|
2020
Q4 | $190K | Hold |
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|
2020
Q3 | $167K | Sell |
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|
2020
Q2 | $159K | Hold |
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|
2020
Q1 | $131K | Sell |
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|
2019
Q4 | $174K | Buy |
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