Coyle Financial Counsel’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 | $863K | Sell |
2,460
-7
| -0.3% | -$2.46K | 0.23% | 46 |
|
|
2025
Q1 | $784K | Sell |
2,467
-1
| -0% | -$318 | 0.24% | 47 |
|
|
2024
Q4 | $825K | Sell |
2,468
-290
| -11% | -$96.9K | 0.26% | 46 |
|
|
2024
Q3 | $851K | Hold |
2,758
| – | – | 0.3% | 46 |
|
|
2024
Q2 | $828K | Hold |
2,758
| – | – | 0.3% | 44 |
|
|
2024
Q1 | $828K | Hold |
2,758
| – | – | 0.3% | 44 |
|
|
2023
Q4 | $755K | Sell |
2,758
-185
| -6% | -$50.6K | 0.29% | 45 |
|
|
2023
Q3 | $721K | Hold |
2,943
| – | – | 0.3% | 45 |
|
|
2023
Q2 | $749K | Sell |
2,943
-510
| -15% | -$130K | 0.34% | 43 |
|
|
2023
Q1 | $813K | Hold |
3,453
| – | – | 0.37% | 40 |
|
|
2022
Q4 | $762K | Hold |
3,453
| – | – | 0.37% | 37 |
|
|
2022
Q3 | $715K | Buy |
+3,453
| New | +$715K | 0.48% | 36 |
|
|
2020
Q4 | – | Sell |
-3,428
| Closed | -$671K | – | 58 |
|
|
2020
Q3 | $671K | Hold |
3,428
| – | – | 0.56% | 35 |
|
|
2020
Q2 | $617K | Hold |
3,428
| – | – | 0.57% | 34 |
|
|
2020
Q1 | $508K | Buy |
+3,428
| New | +$508K | 0.63% | 35 |
|
|
2016
Q4 | – | Sell |
-4,243
| Closed | -$539K | – | 36 |
|
|
2016
Q3 | $539K | Buy |
+4,243
| New | +$539K | 0.78% | 27 |
|