Cohen Capital 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 | $1.77M | Sell |
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2025
Q1 | $1.87M | Hold |
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|
2024
Q4 | $1.97M | Hold |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.88M | Hold |
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|
2024
Q1 | $1.83M | Hold |
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|
2023
Q4 | $1.67M | Hold |
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|
2023
Q3 | $1.49M | Hold |
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|
2023
Q2 | $1.55M | Hold |
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|
2023
Q1 | $1.43M | Hold |
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|
2022
Q4 | $1.34M | Hold |
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|
2022
Q3 | $1.26M | Hold |
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|
2022
Q2 | $1.32M | Hold |
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|
2022
Q1 | $1.6M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.31M | Buy |
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