Corient Private Wealth’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 | $28.9M | Sell |
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|
2025
Q1 | $81.1M | Buy |
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|
2024
Q4 | $81.5M | Sell |
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|
2024
Q3 | $34M | Buy |
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|
2024
Q2 | $64.9M | Buy |
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|
2024
Q1 | $58.6M | Buy |
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|
2023
Q4 | $52.8M | Sell |
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|
2023
Q3 | $88.3M | Buy |
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|
2023
Q2 | $47.8M | Buy |
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|
2023
Q1 | $43.9M | Sell |
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|
2022
Q4 | $48.1M | Buy |
|