Estate Counselors’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 | – | Sell |
-835
| Closed | -$265K | – | 105 |
|
|
2025
Q1 | $265K | Sell |
835
-5,280
| -86% | -$1.68M | 0.03% | 88 |
|
|
2024
Q4 | $2.04M | Buy |
6,115
+180
| +3% | +$60.2K | 0.22% | 54 |
|
|
2024
Q3 | $1.94M | Sell |
5,935
-1,965
| -25% | -$642K | 0.2% | 45 |
|
|
2024
Q2 | $2.44M | Buy |
7,900
+35
| +0.4% | +$10.8K | 0.27% | 34 |
|
|
2024
Q1 | $2.36M | Sell |
7,865
-11,265
| -59% | -$3.38M | 0.27% | 36 |
|
|
2023
Q4 | $5.24M | Buy |
19,130
+8,180
| +75% | +$2.24M | 0.65% | 34 |
|
|
2023
Q3 | $2.68M | Sell |
10,950
-1,815
| -14% | -$445K | 0.36% | 46 |
|
|
2023
Q2 | $3.25M | Buy |
12,765
+1,120
| +10% | +$285K | 0.41% | 43 |
|
|
2023
Q1 | $2.74M | Sell |
11,645
-78,015
| -87% | -$18.4M | 0.36% | 43 |
|
|
2022
Q4 | $19.8M | Buy |
+89,660
| New | +$19.8M | 2.77% | 11 |
|