Chesley Taft & Associates’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 | $1.64M | Sell |
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|
2025
Q2 | $1.54M | Hold |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.51M | Hold |
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|
2024
Q3 | $1.48M | Hold |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.38M | Hold |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.09M | Hold |
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|
2022
Q4 | $1.02M | Hold |
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|
2022
Q3 | $955K | Hold |
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|
2022
Q2 | $1M | Hold |
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|
2022
Q1 | $1.17M | Hold |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.18M | Hold |
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|
2021
Q1 | $1.12M | Hold |
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|
2020
Q4 | $1.03M | Hold |
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|
2020
Q3 | $902K | Hold |
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|
2020
Q2 | $830K | Hold |
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|
2020
Q1 | $684K | Sell |
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|
2019
Q4 | $875K | Hold |
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|
2019
Q3 | $806K | Hold |
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|
2019
Q2 | $800K | Buy |
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|
2019
Q1 | $769K | Hold |
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|
2018
Q4 | $678K | Sell |
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|
2018
Q3 | $830K | Hold |
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|
2018
Q2 | $781K | Sell |
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|
2018
Q1 | $758K | Buy |
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|
2017
Q4 | $751K | Buy |
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|
2017
Q3 | $702K | Hold |
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|
2017
Q2 | $677K | Sell |
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|
2017
Q1 | $745K | Hold |
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|
2016
Q4 | $708K | Buy |
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|
2016
Q3 | $679K | Hold |
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|
2016
Q2 | $657K | Hold |
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|
2016
Q1 | $641K | Hold |
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|
2015
Q4 | $638K | Sell |
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|
2015
Q3 | $606K | Buy |
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|
2015
Q2 | $657K | Buy |
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|
2015
Q1 | $619K | Buy |
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|
2014
Q4 | $562K | Buy |
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|
2014
Q3 | $471K | Hold |
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|
2014
Q2 | $474K | Buy |
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|
2014
Q1 | $437K | Buy |
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|
2013
Q4 | $348K | Buy |
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|
2013
Q3 | $273K | Buy |
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|
2013
Q2 | $241K | Buy |
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