FWM
FFT Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8M | Buy |
136,011
+6,432
| +5% | +$2.31M | 9.6% | 2 |
|
|
2025
Q1 | $41.2M | Sell |
129,579
-12,732
| -9% | -$4.04M | 8.61% | 2 |
|
|
2024
Q4 | $47.6M | Buy |
142,311
+8,482
| +6% | +$2.84M | 3.58% | 6 |
|
|
2024
Q3 | $43.7M | Buy |
133,829
+58,424
| +77% | +$19.1M | 3.32% | 6 |
|
|
2024
Q2 | $23.3M | Buy |
75,405
+2,354
| +3% | +$727K | 2.06% | 6 |
|
|
2024
Q1 | $21.9M | Sell |
73,051
-388,399
| -84% | -$117M | 1.89% | 7 |
|
|
2023
Q4 | $126M | Buy |
461,450
+34,276
| +8% | +$9.38M | 10.93% | 1 |
|
|
2023
Q3 | $105M | Sell |
427,174
-60
| -0% | -$14.7K | 13.48% | 2 |
|
|
2023
Q2 | $109M | Buy |
427,234
+137
| +0% | +$34.9K | 13.51% | 2 |
|
|
2023
Q1 | $101M | Buy |
427,097
+18,249
| +4% | +$4.3M | 12.48% | 2 |
|
|
2022
Q4 | $90.2M | Buy |
408,848
+1,946
| +0.5% | +$429K | 11.57% | 2 |
|
|
2022
Q3 | $84.2M | Buy |
406,902
+1,852
| +0.5% | +$383K | 11.77% | 2 |
|
|
2022
Q2 | $88.1M | Buy |
405,050
+3,810
| +0.9% | +$828K | 9.81% | 3 |
|
|
2022
Q1 | $105M | Buy |
401,240
+1,168
| +0.3% | +$306K | 10.06% | 2 |
|
|
2021
Q4 | $111M | Buy |
400,072
+33,185
| +9% | +$9.21M | 9.95% | 2 |
|
|
2021
Q3 | $93.5M | Buy |
+366,887
| New | +$93.5M | 8.83% | 2 |
|