Campion Asset Management’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 | $244K | Sell |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $287K | Sell |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $291K | Buy |
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