CIBC Private Wealth 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 | $11.3M | Buy |
32,058
+2,520
| +9% | +$885K | 0.02% | 332 |
|
|
2025
Q1 | $8.32M | Buy |
29,538
+5,142
| +21% | +$1.45M | 0.02% | 344 |
|
|
2024
Q4 | $8.21M | Buy |
24,396
+4,073
| +20% | +$1.37M | 0.01% | 356 |
|
|
2024
Q3 | $6.64M | Buy |
20,323
+232
| +1% | +$75.8K | 0.01% | 389 |
|
|
2024
Q2 | $6.32M | Sell |
20,091
-1,521
| -7% | -$478K | 0.01% | 372 |
|
|
2024
Q1 | $6.46M | Buy |
21,612
+53
| +0.2% | +$15.9K | 0.01% | 377 |
|
|
2023
Q4 | $5.9M | Buy |
21,559
+1,833
| +9% | +$502K | 0.01% | 368 |
|
|
2023
Q3 | $4.83M | Buy |
19,726
+10,603
| +116% | +$2.6M | 0.01% | 383 |
|
|
2023
Q2 | $2.32M | Sell |
9,123
-35
| -0.4% | -$8.91K | 0.01% | 479 |
|
|
2023
Q1 | $2.16M | Sell |
9,158
-16,587
| -64% | -$3.9M | ﹤0.01% | 509 |
|
|
2022
Q4 | $2.5M | Buy |
25,745
+18,625
| +262% | +$1.81M | 0.01% | 393 |
|
|
2022
Q3 | $1.47M | Sell |
7,120
-582
| -8% | -$120K | ﹤0.01% | 528 |
|
|
2022
Q2 | $1.68M | Sell |
7,702
-1,273
| -14% | -$277K | ﹤0.01% | 518 |
|
|
2022
Q1 | $2.36M | Buy |
8,975
+2,240
| +33% | +$588K | 0.01% | 490 |
|
|
2021
Q4 | $1.87M | Buy |
6,735
+2,050
| +44% | +$569K | ﹤0.01% | 533 |
|
|
2021
Q3 | $1.19M | Sell |
4,685
-2,023
| -30% | -$516K | ﹤0.01% | 589 |
|
|
2021
Q2 | $1.72M | Sell |
6,708
-3,000
| -31% | -$767K | ﹤0.01% | 557 |
|
|
2021
Q1 | $2.3M | Buy |
9,708
+325
| +3% | +$77.1K | 0.01% | 516 |
|
|
2020
Q4 | $2.1M | Buy |
9,383
+1,523
| +19% | +$341K | 0.01% | 507 |
|
|
2020
Q3 | $1.46M | Buy |
+7,860
| New | +$1.46M | ﹤0.01% | 497 |
|
|
2020
Q2 | – | Sell |
-18,299
| Closed | -$2.71M | – | 702 |
|
|
2020
Q1 | $2.71M | Buy |
18,299
+3,696
| +25% | +$548K | 0.01% | 370 |
|
|
2019
Q4 | $2.75M | Sell |
14,603
-1
| -0% | -$189 | 0.01% | 423 |
|
|
2019
Q3 | $2.54M | Sell |
14,604
-565
| -4% | -$98.2K | 0.01% | 427 |
|
|
2019
Q2 | $2.61M | Sell |
15,169
-2,990
| -16% | -$515K | 0.01% | 438 |
|
|
2019
Q1 | $3.03M | Buy |
18,159
+2,990
| +20% | +$498K | 0.01% | 400 |
|
|
2018
Q4 | $2.23M | Buy |
15,169
+10,046
| +196% | +$1.48M | 0.01% | 429 |
|
|
2018
Q3 | $883K | Buy |
5,123
+1,552
| +43% | +$268K | ﹤0.01% | 680 |
|
|
2018
Q2 | $580K | Hold |
3,571
| – | – | ﹤0.01% | 742 |
|
|
2018
Q1 | $558K | Sell |
3,571
-250
| -7% | -$39.1K | ﹤0.01% | 761 |
|
|
2017
Q4 | $604K | Buy |
3,821
+1,000
| +35% | +$158K | ﹤0.01% | 742 |
|
|
2017
Q3 | $421K | Buy |
+2,821
| New | +$421K | ﹤0.01% | 797 |
|