Denver PWM’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-137
| Closed | -$45.8K | – | 155 |
|
|
2024
Q4 | $45.8K | Buy |
137
+1
| +0.7% | +$334 | 0.02% | 112 |
|
|
2024
Q3 | $44.6K | Hold |
136
| – | – | 0.02% | 124 |
|
|
2024
Q2 | $42K | Buy |
+136
| New | +$42K | 0.02% | 142 |
|
|
2019
Q4 | – | Sell |
-457
| Closed | -$79.2K | – | 155 |
|
|
2019
Q3 | $79.2K | Buy |
+457
| New | +$79.2K | 0.05% | 99 |
|