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