Evensky & Katz’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
Q2 | $127M | Sell |
|
|||||
|
2025
Q1 | $116M | Sell |
|
|||||
|
2024
Q4 | $127M | Sell |
|
|||||
|
2024
Q3 | $127M | Sell |
|
|||||
|
2024
Q2 | $122M | Sell |
|
|||||
|
2024
Q1 | $121M | Sell |
|
|||||
|
2023
Q4 | $114M | Sell |
|
|||||
|
2023
Q3 | $103M | Sell |
|
|||||
|
2023
Q2 | $110M | Sell |
|
|||||
|
2023
Q1 | $103M | Sell |
|
|||||
|
2022
Q4 | $97.2M | Buy |
|
|||||
|
2022
Q3 | $90.5M | Sell |
|
|||||
|
2022
Q2 | $95.2M | Sell |
|
|||||
|
2022
Q1 | $117M | Sell |
|
|||||
|
2021
Q4 | $125M | Sell |
|
|||||
|
2021
Q3 | $117M | Sell |
|
|||||
|
2021
Q2 | $121M | Sell |
|
|||||
|
2021
Q1 | $113M | Sell |
|
|||||
|
2020
Q4 | $112M | Sell |
|
|||||
|
2020
Q3 | $100M | Sell |
|
|||||
|
2020
Q2 | $94M | Sell |
|
|||||
|
2020
Q1 | $78.9M | Sell |
|
|||||
|
2019
Q4 | $102M | Sell |
|
|||||
|
2019
Q3 | $98.8M | Sell |
|
|||||
|
2019
Q2 | $100M | Sell |
|
|||||
|
2019
Q1 | $105M | Sell |
|
|||||
|
2018
Q4 | $93.6M | Sell |
|
|||||
|
2018
Q3 | $111M | Sell |
|
|||||
|
2018
Q2 | $107M | Sell |
|
|||||
|
2018
Q1 | $107M | Sell |
|
|||||
|
2017
Q4 | $112M | Sell |
|
|||||
|
2017
Q3 | $109M | Sell |
|
|||||
|
2017
Q2 | $108M | Sell |
|
|||||
|
2017
Q1 | $114M | Sell |
|
|||||
|
2016
Q4 | $123M | Sell |
|
|||||
|
2016
Q3 | $121M | Sell |
|
|||||
|
2016
Q2 | $144M | Sell |
|
|||||
|
2016
Q1 | $144M | Sell |
|
|||||
|
2015
Q4 | $144M | Sell |
|
|||||
|
2015
Q3 | $137M | Sell |
|
|||||
|
2015
Q2 | $153M | Sell |
|
|||||
|
2015
Q1 | $158M | Buy |
|
|||||
|
2014
Q4 | $153M | Sell |
|
|||||
|
2014
Q3 | $150M | Buy |
|
|||||
|
2014
Q2 | $151M | Sell |
|
|||||
|
2014
Q1 | $145M | Sell |
|
|||||
|
2013
Q4 | $147M | Sell |
|
|||||
|
2013
Q3 | $135M | Buy |
|
|||||
|
2013
Q2 | $125M | Buy |
|