CWM
Core Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
1,377
| – | – | 0.17% | 20 |
|
|
2025
Q1 | $437K | Sell |
1,377
-29
| -2% | -$9.21K | 0.17% | 22 |
|
|
2024
Q4 | $470K | Sell |
1,406
-10
| -0.7% | -$3.34K | 0.18% | 19 |
|
|
2024
Q3 | $437K | Hold |
1,416
| – | – | 0.18% | 17 |
|
|
2024
Q2 | $437K | Hold |
1,416
| – | – | 0.18% | 17 |
|
|
2024
Q1 | $425K | Buy |
1,416
+8
| +0.6% | +$2.4K | 0.18% | 16 |
|
|
2023
Q4 | $385K | Hold |
1,408
| – | – | 0.18% | 14 |
|
|
2023
Q3 | $345K | Sell |
1,408
-225
| -14% | -$55.1K | 0.18% | 12 |
|
|
2023
Q2 | $415K | Hold |
1,633
| – | – | 0.21% | 13 |
|
|
2023
Q1 | $384K | Hold |
1,633
| – | – | 0.21% | 11 |
|
|
2022
Q4 | $360K | Buy |
+1,633
| New | +$360K | 0.2% | 10 |
|