CAWM
Capital Advisors Wealth 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 | $351K | Hold |
1,000
| – | – | 0.06% | 144 |
|
|
2025
Q1 | $318K | Hold |
1,000
| – | – | 0.06% | 135 |
|
|
2024
Q4 | $334K | Hold |
1,000
| – | – | 0.06% | 125 |
|
|
2024
Q3 | $327K | Hold |
1,000
| – | – | 0.06% | 123 |
|
|
2024
Q2 | $309K | Hold |
1,000
| – | – | 0.06% | 121 |
|
|
2024
Q1 | $300K | Hold |
1,000
| – | – | 0.06% | 114 |
|
|
2023
Q4 | $274K | Hold |
1,000
| – | – | 0.06% | 116 |
|
|
2023
Q3 | $245K | Hold |
1,000
| – | – | 0.06% | 111 |
|
|
2023
Q2 | $254K | Hold |
1,000
| – | – | 0.07% | 109 |
|
|
2023
Q1 | $235K | Hold |
1,000
| – | – | 0.07% | 113 |
|
|
2022
Q4 | $221K | Sell |
1,000
-228
| -19% | -$50.3K | 0.07% | 114 |
|
|
2022
Q3 | $254K | Hold |
1,228
| – | – | 0.08% | 96 |
|
|
2022
Q2 | $267K | Buy |
+1,228
| New | +$267K | 0.09% | 93 |
|