Evoke Wealth’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 | $996K | Sell |
2,837
-750
| -21% | -$263K | 0.02% | 225 |
|
|
2025
Q1 | $1.14M | Hold |
3,587
| – | – | 0.03% | 185 |
|
|
2024
Q4 | $1.2M | Sell |
3,587
-112
| -3% | -$37.4K | 0.03% | 175 |
|
|
2024
Q3 | $1.21M | Buy |
3,699
+1,924
| +108% | +$629K | 0.03% | 171 |
|
|
2024
Q2 | $548K | Sell |
1,775
-2,385
| -57% | -$736K | 0.65% | 30 |
|
|
2024
Q1 | $1.25M | Buy |
4,160
+197
| +5% | +$59.1K | 0.04% | 153 |
|
|
2023
Q4 | $1.08M | Sell |
3,963
-6,530
| -62% | -$1.79M | 1.76% | 7 |
|
|
2023
Q3 | $2.58M | Hold |
10,493
| – | – | 0.09% | 100 |
|
|
2023
Q2 | $2.67M | Hold |
10,493
| – | – | 0.09% | 99 |
|
|
2023
Q1 | $2.47M | Hold |
10,493
| – | – | 0.09% | 101 |
|
|
2022
Q4 | $2.32M | Hold |
10,493
| – | – | 0.08% | 107 |
|
|
2022
Q3 | $2.17M | Buy |
10,493
+185
| +2% | +$38.3K | 0.09% | 97 |
|
|
2022
Q2 | $2.24M | Hold |
10,308
| – | – | 0.08% | 102 |
|
|
2022
Q1 | $2.71M | Hold |
10,308
| – | – | 0.09% | 101 |
|
|
2021
Q4 | $2.86M | Hold |
10,308
| – | – | 0.09% | 102 |
|
|
2021
Q3 | $2.63M | Buy |
10,308
+2,277
| +28% | +$580K | 0.1% | 105 |
|
|
2021
Q2 | $2.06M | Buy |
8,031
+5,738
| +250% | +$1.47M | 0.08% | 123 |
|
|
2021
Q1 | $544K | Buy |
2,293
+1,698
| +285% | +$403K | 0.02% | 206 |
|
|
2020
Q4 | $133K | Hold |
595
| – | – | 0.01% | 272 |
|
|
2020
Q3 | $116K | Hold |
595
| – | – | 0.01% | 265 |
|
|
2020
Q2 | $107K | Hold |
595
| – | – | 0.01% | 263 |
|
|
2020
Q1 | $88.3K | Buy |
+595
| New | +$88.3K | 0.01% | 275 |
|
|
2019
Q4 | – | Sell |
-595
| Closed | -$103K | – | 1354 |
|
|
2019
Q3 | $103K | Buy |
+595
| New | +$103K | 0.01% | 358 |
|