Caprock Group’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
Q1 | $35.1M | Buy |
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|
2024
Q4 | $35.3M | Sell |
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|
2024
Q3 | $34.6M | Buy |
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|
2024
Q2 | $32.7M | Buy |
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|
2024
Q1 | $30.3M | Hold |
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|
2023
Q4 | $27.7M | Sell |
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|
2023
Q3 | $24.9M | Hold |
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|
2023
Q2 | $25.7M | Sell |
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|
2023
Q1 | $24.2M | Buy |
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|
2022
Q4 | $22.4M | Sell |
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|
2022
Q3 | $21.5M | Sell |
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|
2022
Q2 | $22.7M | Sell |
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|
2022
Q1 | $29.5M | Sell |
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|
2021
Q4 | $34.3M | Sell |
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|
2021
Q3 | $35.4M | Sell |
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|
2021
Q2 | $35.6M | Buy |
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|
2021
Q1 | $32.4M | Buy |
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|
2020
Q4 | $29.6M | Hold |
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|
2020
Q3 | $25.9M | Sell |
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|
2020
Q2 | $29.5M | Buy |
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|
2020
Q1 | $24M | Buy |
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