Diversified Trust’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 | $723K | Buy |
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|
2025
Q2 | $466K | Sell |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Buy |
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