CAM
Campion Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Sell |
694
-8
| -1% | -$2.81K | 0.18% | 75 |
|
2025
Q1 | $223K | Sell |
702
-20
| -3% | -$6.35K | 0.17% | 79 |
|
2024
Q4 | $241K | Sell |
722
-32
| -4% | -$10.7K | 0.18% | 83 |
|
2024
Q3 | $246K | Sell |
754
-31
| -4% | -$10.1K | 0.18% | 84 |
|
2024
Q2 | $242K | Sell |
785
-19
| -2% | -$5.87K | 0.19% | 87 |
|
2024
Q1 | $241K | Sell |
804
-79
| -9% | -$23.7K | 0.19% | 89 |
|
2023
Q4 | $242K | Sell |
883
-39
| -4% | -$10.7K | 0.2% | 85 |
|
2023
Q3 | $226K | Buy |
922
+5
| +0.5% | +$1.23K | 0.21% | 84 |
|
2023
Q2 | $233K | Hold |
917
| – | – | 0.21% | 84 |
|
2023
Q1 | $216K | Sell |
917
-42
| -4% | -$9.89K | 0.2% | 88 |
|
2022
Q4 | $212K | Sell |
959
-9
| -0.9% | -$1.99K | 0.21% | 85 |
|
2022
Q3 | $200K | Sell |
968
-5
| -0.5% | -$1.03K | 0.21% | 83 |
|
2022
Q2 | $211K | Sell |
973
-99
| -9% | -$21.5K | 0.21% | 88 |
|
2022
Q1 | $281K | Sell |
1,072
-77
| -7% | -$20.2K | 0.24% | 77 |
|
2021
Q4 | $319K | Buy |
1,149
+23
| +2% | +$6.39K | 0.26% | 71 |
|
2021
Q3 | $287K | Sell |
1,126
-30
| -3% | -$7.65K | 0.26% | 76 |
|
2021
Q2 | $296K | Sell |
1,156
-69
| -6% | -$17.7K | 0.25% | 76 |
|
2021
Q1 | $291K | Buy |
+1,225
| New | +$291K | 0.22% | 80 |
|