Everhart Financial 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
Q1 | – | Sell |
-18,986
| Closed | -$6.35M | – | 340 |
|
|
2024
Q4 | $6.35M | Buy |
18,986
+12,847
| +209% | +$4.29M | 1.31% | 12 |
|
|
2024
Q3 | $2.01M | Buy |
6,139
+5,257
| +596% | +$1.72M | 0.44% | 43 |
|
|
2024
Q2 | $272K | Buy |
+882
| New | +$272K | 0.07% | 235 |
|
|
2024
Q1 | – | Sell |
-12,007
| Closed | -$3.29M | – | 280 |
|
|
2023
Q4 | $3.29M | Buy |
+12,007
| New | +$3.29M | 1.16% | 19 |
|
|
2023
Q1 | – | Sell |
-14,763
| Closed | -$3.26M | – | 209 |
|
|
2022
Q4 | $3.26M | Buy |
+14,763
| New | +$3.26M | 1.64% | 14 |
|