CVA Family Office’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
Q2 | $1.53M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.47M | Hold |
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|
2024
Q3 | $1.44M | Hold |
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|
2024
Q2 | $1.36M | Hold |
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|
2024
Q1 | $1.32M | Hold |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $1.08M | Hold |
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|
2023
Q2 | $1.12M | Hold |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $971K | Hold |
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|
2022
Q3 | $911K | Hold |
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|
2022
Q2 | $957K | Hold |
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|
2022
Q1 | $1.15M | Hold |
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|
2021
Q4 | $1.22M | Hold |
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|
2021
Q3 | $861K | Hold |
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|
2021
Q2 | $1.13M | Hold |
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|
2021
Q1 | $1.04M | Hold |
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|
2020
Q4 | $984K | Hold |
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|
2020
Q3 | $861K | Hold |
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|
2020
Q2 | $792K | Sell |
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|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $1.86M | Buy |
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