Evoke Wealth’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 | $1.08M | Hold |
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|
2025
Q2 | $996K | Sell |
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|
2025
Q1 | $1.14M | Hold |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $2.58M | Hold |
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|
2023
Q2 | $2.67M | Hold |
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|
2023
Q1 | $2.47M | Hold |
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|
2022
Q4 | $2.32M | Hold |
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|
2022
Q3 | $2.17M | Buy |
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|
2022
Q2 | $2.24M | Hold |
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|
2022
Q1 | $2.71M | Hold |
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|
2021
Q4 | $2.86M | Hold |
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|
2021
Q3 | $2.63M | Buy |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $544K | Buy |
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|
2020
Q4 | $133K | Hold |
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|
2020
Q3 | $116K | Hold |
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|
2020
Q2 | $107K | Hold |
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|
2020
Q1 | $88.3K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $103K | Buy |
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