CG
CFO4Life Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
659
-165
| -20% | -$57.9K | 0.04% | 200 |
|
|
2025
Q1 | $262K | Hold |
824
| – | – | 0.04% | 170 |
|
|
2024
Q4 | $275K | Hold |
824
| – | – | 0.05% | 165 |
|
|
2024
Q3 | $269K | Hold |
824
| – | – | 0.05% | 171 |
|
|
2024
Q2 | $254K | Hold |
824
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $247K | Hold |
824
| – | – | 0.04% | 163 |
|
|
2023
Q4 | $226K | Buy |
+824
| New | +$226K | 0.04% | 160 |
|