Circle Wealth Management’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
Q2 | $7.76M | Hold |
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|
2025
Q1 | $7.03M | Hold |
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|
2024
Q4 | $7.39M | Hold |
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|
2024
Q3 | $7.23M | Hold |
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|
2024
Q2 | $6.83M | Hold |
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|
2024
Q1 | $6.64M | Hold |
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|
2023
Q4 | $6.05M | Hold |
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|
2023
Q3 | $5.42M | Buy |
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|
2023
Q2 | $853K | Hold |
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|
2023
Q1 | $789K | Hold |
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|
2022
Q4 | $740K | Hold |
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|
2022
Q3 | $694K | Hold |
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|
2022
Q2 | $729K | Hold |
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|
2022
Q1 | $880K | Sell |
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|
2021
Q4 | $982K | Hold |
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|
2021
Q3 | $902K | Hold |
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|
2021
Q2 | $905K | Sell |
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|
2021
Q1 | $869K | Hold |
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|
2020
Q4 | $819K | Hold |
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|
2020
Q3 | $717K | Hold |
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|
2020
Q2 | $660K | Hold |
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|
2020
Q1 | $543K | Buy |
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|
2019
Q4 | $579K | Buy |
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