Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.35M | Hold |
|
|||||
|
2024
Q3 | $4.25M | Hold |
|
|||||
|
2024
Q2 | $4.01M | Sell |
|
|||||
|
2024
Q1 | $3.98M | Sell |
|
|||||
|
2023
Q4 | $3.63M | Hold |
|
|||||
|
2023
Q3 | $3.25M | Hold |
|
|||||
|
2023
Q2 | $3.37M | Hold |
|
|||||
|
2023
Q1 | $3.12M | Hold |
|
|||||
|
2022
Q4 | $2.93M | Buy |
|
|||||
|
2022
Q3 | $2.75M | Buy |
|
|||||
|
2022
Q2 | $2.85M | Hold |
|
|||||
|
2022
Q1 | $3.44M | Hold |
|
|||||
|
2021
Q4 | $3.64M | Buy |
|