Fiduciary Management Inc’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,965
| Closed | -$657K | – | 68 |
|
|
2024
Q4 | $657K | Buy |
+1,965
| New | +$657K | 0.01% | 68 |
|
|
2024
Q1 | – | Sell |
-7,860
| Closed | -$2.15M | – | 70 |
|
|
2023
Q4 | $2.15M | Buy |
+7,860
| New | +$2.15M | 0.02% | 63 |
|
|
2023
Q1 | – | Sell |
-4,595
| Closed | -$1.01M | – | 65 |
|
|
2022
Q4 | $1.01M | Buy |
+4,595
| New | +$1.01M | 0.01% | 66 |
|
|
2022
Q1 | – | Sell |
-7,895
| Closed | -$2.19M | – | 78 |
|
|
2021
Q4 | $2.19M | Buy |
+7,895
| New | +$2.19M | 0.02% | 74 |
|
|
2020
Q3 | – | Sell |
-2,475
| Closed | -$446K | – | 69 |
|
|
2020
Q2 | $446K | Buy |
+2,475
| New | +$446K | ﹤0.01% | 68 |
|