Cardiff Park Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1K | Sell |
55
-54
| -50% | -$18.8K | ﹤0.01% | 324 |
|
|
2025
Q1 | $34.6K | Hold |
109
| – | – | ﹤0.01% | 310 |
|
|
2024
Q4 | $36.3K | Buy |
109
+1
| +0.9% | +$333 | ﹤0.01% | 303 |
|
|
2024
Q3 | $35.4K | Hold |
108
| – | – | ﹤0.01% | 304 |
|
|
2024
Q2 | $33.4K | Hold |
108
| – | – | ﹤0.01% | 297 |
|
|
2024
Q1 | $32.3K | Hold |
108
| – | – | ﹤0.01% | 318 |
|
|
2023
Q4 | $29.4K | Buy |
108
+1
| +0.9% | +$272 | ﹤0.01% | 302 |
|
|
2023
Q3 | $26.1K | Hold |
107
| – | – | ﹤0.01% | 287 |
|
|
2023
Q2 | $27.1K | Buy |
107
+1
| +0.9% | +$254 | ﹤0.01% | 298 |
|
|
2023
Q1 | $25K | Hold |
106
| – | – | ﹤0.01% | 290 |
|
|
2022
Q4 | $23.4K | Buy |
+106
| New | +$23.4K | ﹤0.01% | 291 |
|