Financial Connections Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Hold |
120
| – | – | 0.02% | 113 |
|
|
2025
Q1 | $38K | Hold |
120
| – | – | 0.02% | 108 |
|
|
2024
Q4 | $40K | Hold |
120
| – | – | 0.02% | 100 |
|
|
2024
Q3 | $39K | Hold |
120
| – | – | 0.02% | 102 |
|
|
2024
Q2 | $37K | Buy |
+120
| New | +$37K | 0.02% | 112 |
|
|
2024
Q1 | – | Sell |
-120
| Closed | -$32K | – | 218 |
|
|
2023
Q4 | $32K | Buy |
+120
| New | +$32K | 0.02% | 122 |
|
|
2023
Q3 | – | Sell |
-120
| Closed | -$30K | – | 181 |
|
|
2023
Q2 | $30K | Hold |
120
| – | – | 0.02% | 133 |
|
|
2023
Q1 | $28K | Hold |
120
| – | – | 0.02% | 115 |
|
|
2022
Q4 | $26K | Hold |
120
| – | – | 0.02% | 118 |
|
|
2022
Q3 | $24K | Hold |
120
| – | – | 0.02% | 102 |
|
|
2022
Q2 | $26K | Hold |
120
| – | – | 0.02% | 130 |
|
|
2022
Q1 | $31K | Hold |
120
| – | – | 0.03% | 126 |
|
|
2021
Q4 | $33K | Buy |
+120
| New | +$33K | 0.03% | 125 |
|