Compass Financial Group (Florida)’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 | $20M | Sell |
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|
2025
Q1 | $18.2M | Sell |
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|
2024
Q4 | $19.1M | Sell |
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|
2024
Q3 | $19.1M | Sell |
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|
2024
Q2 | $18.4M | Sell |
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|
2024
Q1 | $17.7M | Sell |
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|
2023
Q4 | $16.2M | Sell |
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|
2023
Q3 | $14.5M | Sell |
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|
2023
Q2 | $15.1M | Sell |
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|
2023
Q1 | $14M | Sell |
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|
2022
Q4 | $13.3M | Sell |
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|
2022
Q3 | $12.7M | Sell |
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|
2022
Q2 | $13.4M | Sell |
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|
2022
Q1 | $16.3M | Sell |
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|
2021
Q4 | $17.3M | Sell |
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|
2021
Q3 | $15.9M | Sell |
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|
2021
Q2 | $16.5M | Sell |
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|
2021
Q1 | $15.4M | Sell |
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|
2020
Q4 | $15.4M | Sell |
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|
2020
Q3 | $13.5M | Sell |
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|
2020
Q2 | $12.6M | Hold |
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|
2020
Q1 | $10.4M | Sell |
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|
2019
Q4 | $14M | Sell |
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|
2019
Q3 | $13.1M | Buy |
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|
2019
Q2 | $13M | Sell |
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|
2019
Q1 | $12.6M | Sell |
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|
2018
Q4 | $11.2M | Sell |
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|
2018
Q3 | $13.2M | Sell |
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|
2018
Q2 | $12.5M | Buy |
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|
2018
Q1 | $12M | Sell |
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|
2017
Q4 | $12.2M | Sell |
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|
2017
Q3 | $12.8M | Sell |
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|
2017
Q2 | $12.7M | Sell |
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|
2017
Q1 | $12.6M | Sell |
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|
2016
Q4 | $12.1M | Sell |
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|
2016
Q3 | $12.2M | Buy |
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|
2016
Q2 | $11.5M | Sell |
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|
2016
Q1 | $11.3M | Sell |
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|
2015
Q4 | $11.5M | Buy |
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