Concord Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.8K | Buy |
262
+1
| +0.4% | +$350 | 0.01% | 278 |
|
|
2025
Q1 | $82.9K | Hold |
261
| – | – | 0.01% | 264 |
|
|
2024
Q4 | $87.3K | Hold |
261
| – | – | 0.01% | 264 |
|
|
2024
Q3 | $85.4K | Sell |
261
-1
| -0.4% | -$327 | 0.01% | 270 |
|
|
2024
Q2 | $80.7K | Buy |
262
+1
| +0.4% | +$308 | 0.01% | 258 |
|
|
2024
Q1 | $78.3K | Buy |
261
+1
| +0.4% | +$300 | 0.01% | 294 |
|
|
2023
Q4 | $71.3K | Buy |
260
+1
| +0.4% | +$274 | 0.01% | 311 |
|
|
2023
Q3 | $63.5K | Sell |
259
-1
| -0.4% | -$245 | 0.01% | 341 |
|
|
2023
Q2 | $66.2K | Hold |
260
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $61.1K | Buy |
260
+1
| +0.4% | +$235 | 0.02% | 319 |
|
|
2022
Q4 | $57.1K | Buy |
+259
| New | +$57.1K | 0.02% | 354 |
|
|
2022
Q3 | – | Sell |
-256
| Closed | -$56K | – | 651 |
|
|
2022
Q2 | $56K | Sell |
256
-234
| -48% | -$51.2K | 0.02% | 351 |
|
|
2022
Q1 | $129K | Buy |
490
+1
| +0.2% | +$263 | 0.03% | 257 |
|
|
2021
Q4 | $136K | Buy |
+489
| New | +$136K | 0.03% | 256 |
|