CWM
Cedar Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
18,025
+2,591
| +17% | +$909K | 2.14% | 10 |
|
|
2025
Q1 | $4.9M | Buy |
15,434
+425
| +3% | +$135K | 1.74% | 11 |
|
|
2024
Q4 | $5.02M | Sell |
15,009
-100
| -0.7% | -$33.4K | 1.81% | 11 |
|
|
2024
Q3 | $4.94M | Sell |
15,109
-2,909
| -16% | -$950K | 1.53% | 11 |
|
|
2024
Q2 | $5.56M | Buy |
18,018
+290
| +2% | +$89.5K | 1.81% | 10 |
|
|
2024
Q1 | $5.32M | Buy |
17,728
+1,327
| +8% | +$398K | 1.75% | 10 |
|
|
2023
Q4 | $4.49M | Buy |
16,401
+2,036
| +14% | +$557K | 1.63% | 10 |
|
|
2023
Q3 | $3.52M | Buy |
14,365
+200
| +1% | +$49K | 1.39% | 12 |
|
|
2023
Q2 | $3.6M | Sell |
14,165
-821
| -5% | -$209K | 1.39% | 14 |
|
|
2023
Q1 | $3.53M | Sell |
14,986
-535
| -3% | -$126K | 1.44% | 13 |
|
|
2022
Q4 | $3.43M | Buy |
15,521
+5,393
| +53% | +$1.19M | 1.69% | 11 |
|
|
2022
Q3 | $2.1M | Buy |
10,128
+265
| +3% | +$54.9K | 1.04% | 18 |
|
|
2022
Q2 | $2.14M | Buy |
9,863
+76
| +0.8% | +$16.5K | 0.98% | 19 |
|
|
2022
Q1 | $2.57M | Sell |
9,787
-606
| -6% | -$159K | 1.04% | 19 |
|
|
2021
Q4 | $2.88M | Buy |
10,393
+356
| +4% | +$98.8K | 1.16% | 17 |
|
|
2021
Q3 | $2.56M | Buy |
10,037
+658
| +7% | +$168K | 1.14% | 17 |
|
|
2021
Q2 | $2.4M | Sell |
9,379
-415
| -4% | -$106K | 1.08% | 16 |
|
|
2021
Q1 | $2.32M | Sell |
9,794
-5,019
| -34% | -$1.19M | 1.16% | 13 |
|
|
2020
Q4 | $3.31M | Buy |
14,813
+375
| +3% | +$83.8K | 1.78% | 9 |
|
|
2020
Q3 | $2.83M | Sell |
14,438
-134
| -0.9% | -$26.2K | 1.76% | 9 |
|
|
2020
Q2 | $2.62M | Sell |
14,572
-2,184
| -13% | -$393K | 1.77% | 9 |
|
|
2020
Q1 | $2.49M | Buy |
16,756
+5,970
| +55% | +$885K | 1.68% | 8 |
|
|
2019
Q4 | $2.03M | Buy |
10,786
+98
| +0.9% | +$18.5K | 1.2% | 7 |
|
|
2019
Q3 | $1.86M | Sell |
10,688
-242
| -2% | -$42K | 1.24% | 8 |
|
|
2019
Q2 | $1.88M | Sell |
10,930
-113
| -1% | -$19.5K | 1.22% | 8 |
|
|
2019
Q1 | $1.84M | Sell |
11,043
-665
| -6% | -$111K | 1.15% | 8 |
|
|
2018
Q4 | $1.72M | Buy |
11,708
+5,035
| +75% | +$740K | 1.24% | 8 |
|
|
2018
Q3 | $1.15M | Buy |
6,673
+4,973
| +293% | +$857K | 0.6% | 13 |
|
|
2018
Q2 | $276K | Buy |
1,700
+300
| +21% | +$48.7K | 0.15% | 38 |
|
|
2018
Q1 | $219K | Buy |
+1,400
| New | +$219K | 0.14% | 46 |
|