Coyle Financial Counsel’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 | $863K | Sell |
|
|||||
|
2025
Q1 | $784K | Sell |
|
|||||
|
2024
Q4 | $825K | Sell |
|
|||||
|
2024
Q3 | $851K | Hold |
|
|||||
|
2024
Q2 | $828K | Hold |
|
|||||
|
2024
Q1 | $828K | Hold |
|
|||||
|
2023
Q4 | $755K | Sell |
|
|||||
|
2023
Q3 | $721K | Hold |
|
|||||
|
2023
Q2 | $749K | Sell |
|
|||||
|
2023
Q1 | $813K | Hold |
|
|||||
|
2022
Q4 | $762K | Hold |
|
|||||
|
2022
Q3 | $715K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $671K | Hold |
|
|||||
|
2020
Q2 | $617K | Hold |
|
|||||
|
2020
Q1 | $508K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $539K | Buy |
|