Cranbrook Wealth Management’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
Q3 | $104K | Hold |
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|
2025
Q2 | $96.5K | Hold |
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|
2025
Q1 | $87.4K | Hold |
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|
2024
Q4 | $91.9K | Hold |
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|
2024
Q3 | $89.9K | Sell |
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|
2024
Q2 | $102K | Sell |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $103K | Hold |
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|
2023
Q3 | $92.1K | Hold |
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|
2023
Q2 | $95.7K | Hold |
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|
2023
Q1 | $88.5K | Hold |
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|
2022
Q4 | $83K | Hold |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $99K | Hold |
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|
2021
Q4 | $104K | Hold |
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|
2021
Q3 | $96K | Hold |
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|
2021
Q2 | $96K | Hold |
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|
2021
Q1 | $89K | Hold |
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|
2020
Q4 | $84K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $68K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $71K | Hold |
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|
2019
Q3 | $65K | Hold |
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|
2019
Q2 | $65K | Hold |
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|
2019
Q1 | $63K | Hold |
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|
2018
Q4 | $55K | Hold |
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|
2018
Q3 | $65K | Sell |
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|
2018
Q2 | $64K | Hold |
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|
2018
Q1 | $62K | Hold |
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|
2017
Q4 | $62K | Hold |
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|
2017
Q3 | $59K | Hold |
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|
2017
Q2 | $57K | Hold |
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|
2017
Q1 | $55K | Hold |
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|
2016
Q4 | $52K | Hold |
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|
2016
Q3 | $51K | Hold |
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|
2016
Q2 | $49K | Sell |
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|
2016
Q1 | $56K | Hold |
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|
2015
Q4 | $56K | Sell |
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|
2015
Q3 | $59K | Hold |
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|
2015
Q2 | $64K | Hold |
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|
2015
Q1 | $64K | Hold |
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|
2014
Q4 | $63K | Hold |
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|
2014
Q3 | $60K | Hold |
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|
2014
Q2 | $61K | Hold |
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|
2014
Q1 | $58K | Sell |
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|
2013
Q4 | $64K | Buy |
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