Capital Advisors Wealth Management’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 | $379K | Hold |
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|
2025
Q2 | $351K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $267K | Buy |
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