Davidson Investment Advisors’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 | $316K | Hold |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $737K | Sell |
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|
2022
Q3 | $3.23M | Buy |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $229K | Sell |
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|
2020
Q3 | $206K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.93M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $147K | Sell |
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|
2017
Q1 | $535K | Buy |
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|
2016
Q4 | $136K | Hold |
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|
2016
Q3 | $131K | Hold |
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|
2016
Q2 | $127K | Hold |
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|
2016
Q1 | $123K | Buy |
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|
2015
Q4 | $90K | Hold |
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|
2015
Q3 | $85K | Buy |
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