Congress Wealth Management’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 | $1.99M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $879K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $958K | Buy |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $541K | Buy |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $1.25M | Buy |
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