Dynamic Advisor Solutions’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 | $1.07M | Buy |
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|
2025
Q2 | $990K | Buy |
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2025
Q1 | $894K | Buy |
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|
2024
Q4 | $939K | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $754K | Sell |
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|
2022
Q4 | $710K | Buy |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $696K | Buy |
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|
2022
Q1 | $790K | Buy |
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|
2021
Q4 | $831K | Sell |
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|
2021
Q3 | $769K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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