Cannon Financial Strategists’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
723
| – | – | 0.04% | 85 |
|
|
2025
Q1 | $230K | Hold |
723
| – | – | 0.04% | 86 |
|
|
2024
Q4 | $242K | Hold |
723
| – | – | 0.04% | 84 |
|
|
2024
Q3 | $236K | Hold |
723
| – | – | 0.04% | 89 |
|
|
2024
Q2 | $223K | Hold |
723
| – | – | 0.04% | 87 |
|
|
2024
Q1 | $217K | Buy |
+723
| New | +$217K | 0.04% | 89 |
|
|
2022
Q1 | – | Sell |
-723
| Closed | -$201K | – | 66 |
|
|
2021
Q4 | $201K | Buy |
+723
| New | +$201K | 0.07% | 62 |
|