CWM
Collaborative Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Hold |
1,999
| – | – | 0.31% | 67 |
|
|
2025
Q1 | $635K | Sell |
1,999
-242
| -11% | -$76.9K | 0.3% | 71 |
|
|
2024
Q4 | $749K | Hold |
2,241
| – | – | 0.34% | 59 |
|
|
2024
Q3 | $732K | Hold |
2,241
| – | – | 0.33% | 68 |
|
|
2024
Q2 | $692K | Hold |
2,241
| – | – | 0.34% | 64 |
|
|
2024
Q1 | $672K | Hold |
2,241
| – | – | 0.34% | 70 |
|
|
2023
Q4 | $613K | Hold |
2,241
| – | – | 0.33% | 70 |
|
|
2023
Q3 | $549K | Hold |
2,241
| – | – | 0.33% | 76 |
|
|
2023
Q2 | $570K | Hold |
2,241
| – | – | 0.34% | 74 |
|
|
2023
Q1 | $527K | Hold |
2,241
| – | – | 0.33% | 73 |
|
|
2022
Q4 | $494K | Hold |
2,241
| – | – | 0.33% | 85 |
|
|
2022
Q3 | $464K | Sell |
2,241
-5
| -0.2% | -$1.04K | 0.33% | 84 |
|
|
2022
Q2 | $488K | Buy |
+2,246
| New | +$488K | 0.32% | 91 |
|
|
2021
Q4 | $635K | Buy |
+2,289
| New | +$635K | 0.35% | 95 |
|
|
2021
Q1 | $601K | Buy |
+2,289
| New | +$601K | 0.35% | 95 |
|