Financial Council’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 | $5.2M | Sell |
14,820
-824
| -5% | -$289K | 2.51% | 11 |
|
|
2025
Q1 | $4.97M | Sell |
15,644
-119
| -0.8% | -$37.8K | 2.68% | 10 |
|
|
2024
Q4 | $5.27M | Buy |
15,763
+5
| +0% | +$1.67K | 2.72% | 9 |
|
|
2024
Q3 | $5.15M | Sell |
15,758
-133
| -0.8% | -$43.5K | 2.68% | 9 |
|
|
2024
Q2 | $4.91M | Sell |
15,891
-1,075
| -6% | -$332K | 2.74% | 9 |
|
|
2024
Q1 | $5.09M | Sell |
16,966
-246
| -1% | -$73.8K | 3.01% | 9 |
|
|
2023
Q4 | $4.71M | Sell |
17,212
-194
| -1% | -$53.1K | 3.16% | 8 |
|
|
2023
Q3 | $4.27M | Sell |
17,406
-624
| -3% | -$153K | 3.39% | 8 |
|
|
2023
Q2 | $4.59M | Sell |
18,030
-55
| -0.3% | -$14K | 3.5% | 8 |
|
|
2023
Q1 | $4.26M | Sell |
18,085
-450
| -2% | -$106K | 3.47% | 8 |
|
|
2022
Q4 | $4.09M | Sell |
18,535
-426
| -2% | -$94K | 2.56% | 12 |
|
|
2022
Q3 | $3.93M | Sell |
18,961
-216
| -1% | -$44.7K | 4.53% | 8 |
|
|
2022
Q2 | $4.17M | Sell |
19,177
-82
| -0.4% | -$17.8K | 5.2% | 8 |
|
|
2022
Q1 | $5.05M | Sell |
19,259
-261
| -1% | -$68.5K | 6.12% | 5 |
|
|
2021
Q4 | $5.42M | Buy |
19,520
+115
| +0.6% | +$31.9K | 6.47% | 5 |
|
|
2021
Q3 | $4.95M | Buy |
+19,405
| New | +$4.95M | 6.98% | 5 |
|