Cape Ann Savings Bank’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
Q3 | $275K | Sell |
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|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $240K | Hold |
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|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $210K | Buy |
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