Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.05M | Buy |
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|
2025
Q2 | $2.79M | Sell |
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|
2025
Q1 | $3.54M | Sell |
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|
2024
Q4 | $4.68M | Buy |
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|
2024
Q3 | $4.1M | Buy |
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|
2024
Q2 | $3.76M | Buy |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $857K | Buy |
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|
2022
Q2 | $630K | Sell |
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|
2022
Q1 | $914K | Buy |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $292K | Sell |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $277K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $504K | Buy |
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