Evanson Asset 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 | $271K | Sell |
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|
2025
Q2 | $494K | Hold |
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|
2025
Q1 | $447K | Hold |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $459K | Hold |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $447K | Hold |
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|
2023
Q4 | $408K | Hold |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $402K | Hold |
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|
2022
Q2 | $422K | Sell |
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|
2022
Q1 | $798K | Hold |
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|
2021
Q4 | $844K | Hold |
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|
2021
Q3 | $779K | Hold |
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|
2021
Q2 | $778K | Sell |
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|
2021
Q1 | $728K | Sell |
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|
2020
Q4 | $718K | Hold |
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|
2020
Q3 | $629K | Hold |
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|
2020
Q2 | $578K | Sell |
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|
2020
Q1 | $485K | Hold |
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|
2019
Q4 | $616K | Hold |
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|
2019
Q3 | $568K | Hold |
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|
2019
Q2 | $563K | Sell |
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|
2019
Q1 | $595K | Hold |
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|
2018
Q4 | $525K | Buy |
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|
2018
Q3 | $614K | Buy |
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|
2018
Q2 | $578K | Buy |
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|
2018
Q1 | $365K | Buy |
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|
2017
Q4 | $369K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $364K | Hold |
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|
2017
Q1 | $353K | Buy |
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|
2016
Q4 | $335K | Sell |
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|
2016
Q3 | $425K | Sell |
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|
2016
Q2 | $534K | Hold |
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|
2016
Q1 | $520K | Buy |
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|
2015
Q4 | $517K | Sell |
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|
2015
Q3 | $521K | Buy |
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|
2015
Q2 | $567K | Buy |
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|
2015
Q1 | $565K | Buy |
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|
2014
Q4 | $349K | Hold |
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|
2014
Q3 | $333K | Buy |
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|
2014
Q2 | $271K | Buy |
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