Empirical Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Hold |
1,352
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $429K | Sell |
1,352
-46
| -3% | -$14.6K | 0.01% | 431 |
|
|
2024
Q4 | $467K | Hold |
1,398
| – | – | 0.01% | 395 |
|
|
2024
Q3 | $457K | Sell |
1,398
-65
| -4% | -$21.2K | 0.01% | 381 |
|
|
2024
Q2 | $452K | Sell |
1,463
-80
| -5% | -$24.7K | 0.01% | 379 |
|
|
2024
Q1 | $463K | Buy |
1,543
+400
| +35% | +$120K | 0.01% | 356 |
|
|
2023
Q4 | $313K | Buy |
+1,143
| New | +$313K | 0.01% | 390 |
|
|
2023
Q2 | – | Sell |
-4,828
| Closed | -$1.14M | – | 481 |
|
|
2023
Q1 | $1.14M | Hold |
4,828
| – | – | 0.05% | 198 |
|
|
2022
Q4 | $1.07M | Hold |
4,828
| – | – | 0.05% | 201 |
|
|
2022
Q3 | $1M | Hold |
4,828
| – | – | 0.05% | 196 |
|
|
2022
Q2 | $1.05M | Hold |
4,828
| – | – | 0.06% | 193 |
|
|
2022
Q1 | $1.27M | Hold |
4,828
| – | – | 0.06% | 182 |
|
|
2021
Q4 | $1.34M | Buy |
+4,828
| New | +$1.34M | 0.07% | 169 |
|