Concord Wealth Partners’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 | $91.8K | Buy |
|
|||||
|
2025
Q1 | $82.9K | Hold |
|
|||||
|
2024
Q4 | $87.3K | Hold |
|
|||||
|
2024
Q3 | $85.4K | Sell |
|
|||||
|
2024
Q2 | $80.7K | Buy |
|
|||||
|
2024
Q1 | $78.3K | Buy |
|
|||||
|
2023
Q4 | $71.3K | Buy |
|
|||||
|
2023
Q3 | $63.5K | Sell |
|
|||||
|
2023
Q2 | $66.2K | Hold |
|
|||||
|
2023
Q1 | $61.1K | Buy |
|
|||||
|
2022
Q4 | $57.1K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $56K | Sell |
|
|||||
|
2022
Q1 | $129K | Buy |
|
|||||
|
2021
Q4 | $136K | Buy |
|