D.A. Davidson & Co’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 | $1.58M | Buy |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $972K | Buy |
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|
2022
Q4 | $839K | Sell |
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|
2022
Q3 | $840K | Sell |
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|
2022
Q2 | $916K | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $929K | Sell |
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|
2020
Q4 | $884K | Buy |
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|
2020
Q3 | $766K | Sell |
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|
2020
Q2 | $759K | Sell |
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|
2020
Q1 | $647K | Sell |
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|
2019
Q4 | $935K | Sell |
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|
2019
Q3 | $880K | Sell |
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|
2019
Q2 | $915K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $108K | Hold |
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|
2017
Q1 | $105K | Hold |
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|
2016
Q4 | $100K | Hold |
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|
2016
Q3 | $96K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $15K | Hold |
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|
2015
Q3 | $14K | Sell |
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|
2015
Q2 | $77K | Sell |
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|
2015
Q1 | $108K | Hold |
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|
2014
Q4 | $107K | Hold |
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|
2014
Q3 | $102K | Sell |
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|
2014
Q2 | $233K | Sell |
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|
2014
Q1 | $498K | Buy |
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|
2013
Q4 | $107K | Hold |
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|
2013
Q3 | $98K | Hold |
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|
2013
Q2 | $93K | Buy |
|