Creative Planning’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 | $14.5M | Buy |
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|
2025
Q2 | $12.8M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $11.3M | Sell |
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|
2024
Q2 | $11M | Sell |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $9.67M | Buy |
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|
2023
Q3 | $7.97M | Buy |
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|
2023
Q2 | $8.15M | Buy |
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|
2023
Q1 | $7.34M | Buy |
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|
2022
Q4 | $6.87M | Sell |
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|
2022
Q3 | $6.64M | Sell |
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|
2022
Q2 | $7.42M | Sell |
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|
2022
Q1 | $9.08M | Sell |
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|
2021
Q4 | $9.68M | Sell |
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|
2021
Q3 | $9.07M | Sell |
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|
2021
Q2 | $12.2M | Buy |
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|
2021
Q1 | $5.44M | Buy |
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|
2020
Q4 | $5.11M | Buy |
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|
2020
Q3 | $4.02M | Buy |
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|
2020
Q2 | $2.76M | Buy |
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|
2020
Q1 | $1.23M | Sell |
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|
2019
Q4 | $1.64M | Sell |
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|
2019
Q3 | $1.52M | Sell |
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|
2019
Q2 | $1.51M | Buy |
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|
2019
Q1 | $1.41M | Sell |
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|
2018
Q4 | $1.25M | Sell |
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|
2018
Q3 | $1.47M | Buy |
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|
2018
Q2 | $1.09M | Buy |
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|
2018
Q1 | $535K | Sell |
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|
2017
Q4 | $588K | Buy |
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|
2017
Q3 | $547K | Buy |
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|
2017
Q2 | $404K | Buy |
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|
2017
Q1 | $345K | Sell |
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|
2016
Q4 | $333K | Sell |
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|
2016
Q3 | $333K | Buy |
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|
2016
Q2 | $254K | Sell |
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|
2016
Q1 | $294K | Buy |
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|
2015
Q4 | $183K | Sell |
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|
2015
Q3 | $182K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $177K | Buy |
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|
2014
Q4 | $111K | Buy |
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|
2014
Q3 | $101K | Sell |
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|
2014
Q2 | $260K | Buy |
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|
2014
Q1 | $196K | Buy |
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|
2013
Q4 | $88K | Hold |
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|
2013
Q3 | $81K | Sell |
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|
2013
Q2 | $78K | Buy |
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