Financial Advocates Investment Management’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 | – | Sell |
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|
2025
Q1 | $431K | Hold |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $423K | Hold |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $306K | Hold |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $388K | Sell |
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|
2021
Q2 | $373K | Buy |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $465K | Buy |
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|
2020
Q2 | $251K | Hold |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $343K | Hold |
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|
2019
Q2 | $341K | Hold |
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|
2019
Q1 | $330K | Buy |
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|
2018
Q4 | $291K | Sell |
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|
2018
Q3 | $428K | Sell |
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|
2018
Q2 | $412K | Buy |
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|
2018
Q1 | $235K | Buy |
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|
2017
Q4 | $233K | Buy |
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