CWA
CM Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
1,271
-1,598
| -56% | -$561K | 0.13% | 57 |
|
|
2025
Q1 | $911K | Hold |
2,869
| – | – | 0.29% | 30 |
|
|
2024
Q4 | $959K | Hold |
2,869
| – | – | 0.31% | 28 |
|
|
2024
Q3 | $937K | Buy |
2,869
+341
| +13% | +$111K | 0.3% | 29 |
|
|
2024
Q2 | $780K | Buy |
2,528
+439
| +21% | +$136K | 0.37% | 22 |
|
|
2024
Q1 | $618K | Buy |
2,089
+285
| +16% | +$84.4K | 0.18% | 64 |
|
|
2023
Q4 | $494K | Buy |
1,804
+353
| +24% | +$96.6K | 0.21% | 45 |
|
|
2023
Q3 | $372K | Sell |
1,451
-63
| -4% | -$16.1K | 0.14% | 53 |
|
|
2023
Q2 | $398K | Buy |
+1,514
| New | +$398K | 0.13% | 81 |
|
|
2023
Q1 | – | Sell |
-1,384
| Closed | -$305K | – | 428 |
|
|
2022
Q4 | $305K | Sell |
1,384
-396,133
| -100% | -$87.4M | 0.16% | 54 |
|
|
2022
Q3 | $398M | Buy |
397,517
+395,637
| +21,045% | +$396M | 0.22% | 46 |
|
|
2022
Q2 | $409K | Buy |
+1,880
| New | +$409K | 0.25% | 47 |
|