Collaborative 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 | $702K | Hold |
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|
2025
Q1 | $635K | Sell |
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|
2024
Q4 | $749K | Hold |
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|
2024
Q3 | $732K | Hold |
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|
2024
Q2 | $692K | Hold |
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|
2024
Q1 | $672K | Hold |
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|
2023
Q4 | $613K | Hold |
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|
2023
Q3 | $549K | Hold |
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|
2023
Q2 | $570K | Hold |
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|
2023
Q1 | $527K | Hold |
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|
2022
Q4 | $494K | Hold |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $488K | Buy |
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|
2021
Q4 | $635K | Buy |
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|
2021
Q1 | $601K | Buy |
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