Center for Financial Planning’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8K | Buy |
176
+120
| +214% | +$42.1K | 0.01% | 273 |
|
|
2025
Q1 | $17.8K | Hold |
56
| – | – | ﹤0.01% | 404 |
|
|
2024
Q4 | $18.7K | Buy |
56
+30
| +115% | +$10K | ﹤0.01% | 355 |
|
|
2024
Q3 | $8.5K | Hold |
26
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $8.03K | Hold |
26
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $7.8K | Hold |
26
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $7.12K | Hold |
26
| – | – | ﹤0.01% | 405 |
|
|
2023
Q3 | $6.37K | Hold |
26
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $6.62K | Hold |
26
| – | – | ﹤0.01% | 426 |
|
|
2023
Q1 | $6.12K | Hold |
26
| – | – | ﹤0.01% | 405 |
|
|
2022
Q4 | $5.74K | Hold |
26
| – | – | ﹤0.01% | 402 |
|
|
2022
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 426 |
|
|
2022
Q2 | $6K | Hold |
26
| – | – | ﹤0.01% | 412 |
|
|
2022
Q1 | $7K | Hold |
26
| – | – | ﹤0.01% | 410 |
|
|
2021
Q4 | $7K | Hold |
26
| – | – | ﹤0.01% | 409 |
|
|
2021
Q3 | $7K | Hold |
26
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $7K | Hold |
26
| – | – | ﹤0.01% | 399 |
|
|
2021
Q1 | $6K | Hold |
26
| – | – | ﹤0.01% | 434 |
|
|
2020
Q4 | $6K | Hold |
26
| – | – | ﹤0.01% | 386 |
|
|
2020
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 359 |
|
|
2020
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 363 |
|
|
2020
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 439 |
|
|
2019
Q4 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 370 |
|