CSWM
Cassady Schiller Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.35M | Hold |
13,004
| – | – | 1.59% | 13 |
|
|
2024
Q3 | $4.25M | Hold |
13,004
| – | – | 1.55% | 13 |
|
|
2024
Q2 | $4.01M | Sell |
13,004
-255
| -2% | -$78.7K | 1.63% | 13 |
|
|
2024
Q1 | $3.98M | Sell |
13,259
-2
| -0% | -$600 | 1.78% | 10 |
|
|
2023
Q4 | $3.63M | Hold |
13,261
| – | – | 1.82% | 11 |
|
|
2023
Q3 | $3.25M | Hold |
13,261
| – | – | 1.8% | 11 |
|
|
2023
Q2 | $3.37M | Hold |
13,261
| – | – | 1.83% | 11 |
|
|
2023
Q1 | $3.12M | Hold |
13,261
| – | – | 1.47% | 12 |
|
|
2022
Q4 | $2.93M | Buy |
13,261
+1
| +0% | +$221 | 1.8% | 10 |
|
|
2022
Q3 | $2.75M | Buy |
13,260
+129
| +1% | +$26.7K | 1.58% | 12 |
|
|
2022
Q2 | $2.86M | Hold |
13,131
| – | – | 1.5% | 13 |
|
|
2022
Q1 | $3.45M | Hold |
13,131
| – | – | 1.66% | 12 |
|
|
2021
Q4 | $3.64M | Buy |
+13,131
| New | +$3.64M | 2.19% | 12 |
|