Congress Wealth Management’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 | $1.99M | Buy |
5,659
+1,574
| +39% | +$553K | 0.02% | 558 |
|
|
2025
Q1 | $1.3M | Buy |
4,085
+2
| +0% | +$635 | 0.02% | 571 |
|
|
2024
Q4 | $1.36M | Sell |
4,083
-1,100
| -21% | -$368K | 0.02% | 467 |
|
|
2024
Q3 | $1.69M | Buy |
5,183
+2,335
| +82% | +$763K | 0.02% | 449 |
|
|
2024
Q2 | $879K | Buy |
+2,848
| New | +$879K | 0.01% | 451 |
|
|
2024
Q1 | – | Sell |
-1,540
| Closed | -$422K | – | 612 |
|
|
2023
Q4 | $422K | Sell |
1,540
-2,368
| -61% | -$649K | 0.01% | 488 |
|
|
2023
Q3 | $958K | Buy |
3,908
+2,893
| +285% | +$709K | 0.02% | 382 |
|
|
2023
Q2 | $258K | Hold |
1,015
| – | – | 0.01% | 503 |
|
|
2023
Q1 | $239K | Sell |
1,015
-1,435
| -59% | -$338K | 0.01% | 516 |
|
|
2022
Q4 | $541K | Buy |
2,450
+435
| +22% | +$96K | 0.01% | 395 |
|
|
2022
Q3 | $418K | Buy |
2,015
+60
| +3% | +$12.4K | 0.01% | 427 |
|
|
2022
Q2 | $425K | Buy |
1,955
+940
| +93% | +$204K | 0.01% | 429 |
|
|
2022
Q1 | $266K | Sell |
1,015
-3,505
| -78% | -$919K | 0.01% | 535 |
|
|
2021
Q4 | $1.25M | Buy |
+4,520
| New | +$1.25M | 0.03% | 345 |
|