Empire Financial Management Company’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 | $249K | Sell |
708
-18
| -2% | -$6.32K | 0.07% | 182 |
|
|
2025
Q1 | $231K | Sell |
726
-8
| -1% | -$2.54K | 0.07% | 187 |
|
|
2024
Q4 | $245K | Sell |
734
-129
| -15% | -$43.1K | 0.08% | 180 |
|
|
2024
Q3 | $282K | Buy |
863
+46
| +6% | +$15K | 0.09% | 179 |
|
|
2024
Q2 | $252K | Buy |
817
+92
| +13% | +$28.4K | 0.08% | 184 |
|
|
2024
Q1 | $218K | Buy |
+725
| New | +$218K | 0.07% | 201 |
|