Capital Analysts LLC’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
Q2 | $1.36M | Buy |
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2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.15M | Hold |
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|
2024
Q3 | $1.12M | Hold |
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|
2024
Q2 | $1.06M | Hold |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $938K | Sell |
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|
2023
Q3 | $842K | Hold |
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|
2023
Q2 | $874K | Sell |
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|
2023
Q1 | $825K | Hold |
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|
2022
Q4 | $773K | Hold |
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|
2022
Q3 | $726K | Hold |
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|
2022
Q2 | $762K | Hold |
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|
2022
Q1 | $920K | Sell |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $893K | Hold |
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|
2021
Q2 | $897K | Hold |
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|
2021
Q1 | $831K | Sell |
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|
2020
Q4 | $815K | Hold |
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|
2020
Q3 | $714K | Hold |
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|
2020
Q2 | $656K | Sell |
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|
2020
Q1 | $563K | Sell |
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|
2019
Q4 | $828K | Buy |
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|
2019
Q3 | $139K | Sell |
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|
2019
Q2 | $241K | Sell |
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|
2019
Q1 | $265K | Hold |
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|
2018
Q4 | $234K | Hold |
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|
2018
Q3 | $274K | Hold |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $249K | Sell |
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|
2017
Q4 | $261K | Sell |
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|
2017
Q3 | $414K | Buy |
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|
2017
Q2 | $385K | Buy |
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|
2017
Q1 | $366K | Sell |
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|
2016
Q4 | $17.2M | Sell |
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|
2016
Q3 | $17M | Sell |
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|
2016
Q2 | $16.9M | Sell |
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|
2016
Q1 | $25.9M | Sell |
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|
2015
Q4 | $26.8M | Sell |
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|
2015
Q3 | $25.7M | Sell |
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|
2015
Q2 | $47.9M | Sell |
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|
2015
Q1 | $56M | Sell |
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|
2014
Q4 | $55.6M | Buy |
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|
2014
Q3 | $50.4M | Sell |
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|
2014
Q2 | $51.8M | Buy |
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|
2014
Q1 | $49M | Sell |
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|
2013
Q4 | $49.3M | Sell |
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|
2013
Q3 | $45.4M | Sell |
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|
2013
Q2 | $45.8M | Buy |
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