Cornerstone Wealth Group’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 | – | Sell |
-711
| Closed | -$226K | – | 324 |
|
|
2025
Q1 | $226K | Sell |
711
-62
| -8% | -$19.7K | 0.02% | 260 |
|
|
2024
Q4 | $258K | Sell |
773
-3
| -0.4% | -$1K | 0.02% | 228 |
|
|
2024
Q3 | $254K | Hold |
776
| – | – | 0.02% | 221 |
|
|
2024
Q2 | $240K | Sell |
776
-6
| -0.8% | -$1.85K | 0.02% | 220 |
|
|
2024
Q1 | $235K | Buy |
+782
| New | +$235K | 0.02% | 215 |
|