Empirical Wealth Management’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 | $512K | Hold |
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|
2025
Q2 | $475K | Hold |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $467K | Hold |
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|
2024
Q3 | $457K | Sell |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $463K | Buy |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.14M | Hold |
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|
2022
Q4 | $1.07M | Hold |
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.27M | Hold |
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|
2021
Q4 | $1.34M | Buy |
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