Eldridge 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 | $354K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $421K | Hold |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $362K | Hold |
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|
2023
Q1 | $335K | Hold |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $401K | Hold |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $373K | Hold |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $276K | Buy |
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|
2019
Q3 | $254K | Sell |
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|
2019
Q2 | $260K | Buy |
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|
2019
Q1 | $251K | Buy |
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|
2018
Q4 | $221K | Sell |
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|
2018
Q3 | $272K | Buy |
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