CM Wealth Advisors’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 | $446K | Sell |
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|
2025
Q1 | $911K | Hold |
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|
2024
Q4 | $959K | Hold |
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|
2024
Q3 | $937K | Buy |
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|
2024
Q2 | $780K | Buy |
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|
2024
Q1 | $618K | Buy |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $398M | Buy |
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|
2022
Q2 | $409K | Buy |
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