Dunhill Financial’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
Q2 | $1.67M | Sell |
4,746
-915
| -16% | -$321K | 0.48% | 31 |
|
|
2025
Q1 | $1.8M | Sell |
5,661
-1,139
| -17% | -$362K | 0.82% | 21 |
|
|
2024
Q4 | $2.27M | Buy |
6,800
+333
| +5% | +$111K | 1.06% | 20 |
|
|
2024
Q3 | $2.11M | Sell |
6,467
-76
| -1% | -$24.8K | 1.09% | 17 |
|
|
2024
Q2 | $2.02M | Buy |
6,543
+41
| +0.6% | +$12.7K | 1.25% | 16 |
|
|
2024
Q1 | $1.95M | Sell |
6,502
-159
| -2% | -$47.7K | 1.45% | 14 |
|
|
2023
Q4 | $1.82M | Sell |
6,661
-1,448
| -18% | -$396K | 1.65% | 12 |
|
|
2023
Q3 | $2.02M | Sell |
8,109
-6
| -0.1% | -$1.49K | 1.27% | 20 |
|
|
2023
Q2 | $2.04M | Buy |
+8,115
| New | +$2.04M | 1.34% | 20 |
|