Facet Wealth Inc’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 | $696K | Hold |
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|
2025
Q1 | $621K | Hold |
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|
2024
Q4 | $667K | Hold |
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|
2024
Q3 | $632K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $574K | Hold |
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|
2023
Q4 | $548K | Buy |
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|
2023
Q3 | $442K | Hold |
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|
2023
Q2 | $479K | Hold |
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|
2023
Q1 | $436K | Hold |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $412K | Buy |
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