CFS
CRA Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
660
| – | – | 0.04% | 249 |
|
|
2025
Q1 | $210K | Buy |
660
+10
| +2% | +$3.18K | 0.04% | 264 |
|
|
2024
Q4 | $217K | Sell |
650
-22
| -3% | -$7.35K | 0.04% | 249 |
|
|
2024
Q3 | $220K | Hold |
672
| – | – | 0.04% | 245 |
|
|
2024
Q2 | $207K | Hold |
672
| – | – | 0.04% | 241 |
|
|
2024
Q1 | $202K | Buy |
+672
| New | +$202K | 0.04% | 234 |
|
|
2019
Q1 | – | Sell |
-2,085
| Closed | -$306K | – | 144 |
|
|
2018
Q4 | $306K | Buy |
+2,085
| New | +$306K | 0.22% | 103 |
|