CFO
CVA Family Office’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
4,348
+348
| +9% | +$122K | 0.21% | 79 |
|
|
2025
Q1 | $1.27M | Sell |
4,000
-400
| -9% | -$127K | 0.19% | 82 |
|
|
2024
Q4 | $1.47M | Hold |
4,400
| – | – | 0.23% | 72 |
|
|
2024
Q3 | $1.44M | Hold |
4,400
| – | – | 0.23% | 71 |
|
|
2024
Q2 | $1.36M | Hold |
4,400
| – | – | 0.24% | 70 |
|
|
2024
Q1 | $1.32M | Hold |
4,400
| – | – | 0.24% | 71 |
|
|
2023
Q4 | $1.2M | Hold |
4,400
| – | – | 0.23% | 71 |
|
|
2023
Q3 | $1.08M | Hold |
4,400
| – | – | 0.25% | 74 |
|
|
2023
Q2 | $1.12M | Hold |
4,400
| – | – | 0.23% | 73 |
|
|
2023
Q1 | $1.04M | Hold |
4,400
| – | – | 0.23% | 72 |
|
|
2022
Q4 | $971K | Hold |
4,400
| – | – | 0.24% | 69 |
|
|
2022
Q3 | $911K | Hold |
4,400
| – | – | 0.25% | 69 |
|
|
2022
Q2 | $957K | Hold |
4,400
| – | – | 0.26% | 64 |
|
|
2022
Q1 | $1.15M | Hold |
4,400
| – | – | 0.28% | 59 |
|
|
2021
Q4 | $1.22M | Hold |
4,400
| – | – | 0.3% | 52 |
|
|
2021
Q3 | $861K | Hold |
4,400
| – | – | 0.62% | 35 |
|
|
2021
Q2 | $1.13M | Hold |
4,400
| – | – | 0.32% | 52 |
|
|
2021
Q1 | $1.04M | Hold |
4,400
| – | – | 0.4% | 45 |
|
|
2020
Q4 | $984K | Hold |
4,400
| – | – | 0.6% | 35 |
|
|
2020
Q3 | $861K | Hold |
4,400
| – | – | 0.62% | 35 |
|
|
2020
Q2 | $792K | Sell |
4,400
-6,655
| -60% | -$1.2M | 0.65% | 35 |
|
|
2020
Q1 | $1.64M | Buy |
11,055
+1,200
| +12% | +$178K | 1.67% | 15 |
|
|
2019
Q4 | $1.86M | Buy |
+9,855
| New | +$1.86M | 1.71% | 15 |
|