Canopy Partners’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 | $239K | Hold |
682
| – | – | 0.09% | 183 |
|
|
2025
Q1 | $217K | Hold |
682
| – | – | 0.08% | 186 |
|
|
2024
Q4 | $228K | Hold |
682
| – | – | 0.09% | 169 |
|
|
2024
Q3 | $223K | Hold |
682
| – | – | 0.1% | 170 |
|
|
2024
Q2 | $211K | Hold |
682
| – | – | 0.1% | 164 |
|
|
2024
Q1 | $205K | Buy |
+682
| New | +$205K | 0.1% | 178 |
|