CWM

Cranbrook Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Cranbrook Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$96.5K	Hold	275	–	–	0.02%	163
2025 Q1	$87.4K	Hold	275	–	–	0.02%	162
2024 Q4	$91.9K	Hold	275	–	–	0.02%	158
2024 Q3	$89.9K	Sell	275 -54	-16%	-$17.6K	0.02%	156
2024 Q2	$102K	Sell	329 -47	-13%	-$14.5K	0.03%	145
2024 Q1	$113K	Hold	376	–	–	0.03%	124
2023 Q4	$103K	Hold	376	–	–	0.03%	128
2023 Q3	$92.1K	Hold	376	–	–	0.03%	123
2023 Q2	$95.7K	Hold	376	–	–	0.03%	124
2023 Q1	$88.5K	Hold	376	–	–	0.03%	125
2022 Q4	$83K	Hold	376	–	–	0.02%	127
2022 Q3	$78K	Hold	376	–	–	0.02%	132
2022 Q2	$82K	Hold	376	–	–	0.02%	136
2022 Q1	$99K	Hold	376	–	–	0.02%	133
2021 Q4	$104K	Hold	376	–	–	0.02%	127
2021 Q3	$96K	Hold	376	–	–	0.02%	138
2021 Q2	$96K	Hold	376	–	–	0.02%	134
2021 Q1	$89K	Hold	376	–	–	0.02%	138
2020 Q4	$84K	Hold	376	–	–	0.02%	132
2020 Q3	$74K	Hold	376	–	–	0.02%	126
2020 Q2	$68K	Hold	376	–	–	0.02%	124
2020 Q1	$56K	Hold	376	–	–	0.02%	128
2019 Q4	$71K	Hold	376	–	–	0.02%	125
2019 Q3	$65K	Hold	376	–	–	0.02%	123
2019 Q2	$65K	Hold	376	–	–	0.02%	116
2019 Q1	$63K	Hold	376	–	–	0.02%	120
2018 Q4	$55K	Hold	376	–	–	0.02%	119
2018 Q3	$65K	Sell	376 -18	-5%	-$3.11K	0.02%	109
2018 Q2	$64K	Hold	394	–	–	0.02%	110
2018 Q1	$62K	Hold	394	–	–	0.02%	109
2017 Q4	$62K	Hold	394	–	–	0.02%	108
2017 Q3	$59K	Hold	394	–	–	0.02%	107
2017 Q2	$57K	Hold	394	–	–	0.02%	109
2017 Q1	$55K	Hold	394	–	–	0.03%	101
2016 Q4	$52K	Hold	394	–	–	0.03%	102
2016 Q3	$51K	Hold	394	–	–	0.03%	100
2016 Q2	$49K	Sell	394 -73	-16%	-$9.08K	0.03%	96
2016 Q1	$56K	Hold	467	–	–	0.03%	96
2015 Q4	$56K	Sell	467 -48	-9%	-$5.76K	0.03%	96
2015 Q3	$59K	Hold	515	–	–	0.03%	95
2015 Q2	$64K	Hold	515	–	–	0.04%	95
2015 Q1	$64K	Hold	515	–	–	0.04%	96
2014 Q4	$63K	Hold	515	–	–	0.04%	99
2014 Q3	$60K	Hold	515	–	–	0.04%	80
2014 Q2	$61K	Hold	515	–	–	0.04%	80
2014 Q1	$58K	Sell	515 -64	-11%	-$7.21K	0.04%	82
2013 Q4	$64K	Buy	+579	New	+$64K	0.04%	100