Empower Advisory Group’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 | $928K | Hold |
2,645
| – | – | ﹤0.01% | 249 |
|
2025
Q1 | $840K | Hold |
2,645
| – | – | ﹤0.01% | 253 |
|
2024
Q4 | $884K | Hold |
2,645
| – | – | ﹤0.01% | 252 |
|
2024
Q3 | $864K | Hold |
2,645
| – | – | ﹤0.01% | 246 |
|
2024
Q2 | $816K | Sell |
2,645
-512
| -16% | -$158K | ﹤0.01% | 243 |
|
2024
Q1 | $947K | Buy |
3,157
+386
| +14% | +$116K | ﹤0.01% | 231 |
|
2023
Q4 | $759K | Sell |
2,771
-204
| -7% | -$55.8K | ﹤0.01% | 250 |
|
2023
Q3 | $729K | Sell |
2,975
-57
| -2% | -$14K | ﹤0.01% | 251 |
|
2023
Q2 | $772K | Buy |
3,032
+57
| +2% | +$14.5K | ﹤0.01% | 250 |
|
2023
Q1 | $702K | Buy |
+2,975
| New | +$702K | ﹤0.01% | 269 |
|