Financial Counselors Inc’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 | $1.24M | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.17M | Hold |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $1.01M | Hold |
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|
2022
Q4 | $944K | Hold |
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|
2022
Q3 | $886K | Hold |
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|
2022
Q2 | $930K | Hold |
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|
2022
Q1 | $1.12M | Hold |
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|
2021
Q4 | $1.19M | Hold |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $835K | Hold |
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|
2020
Q3 | $731K | Hold |
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|
2020
Q2 | $673K | Hold |
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|
2020
Q1 | $554K | Sell |
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|
2019
Q4 | $717K | Hold |
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|
2019
Q3 | $661K | Buy |
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|
2019
Q2 | $608K | Hold |
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|
2019
Q1 | $588K | Hold |
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|
2018
Q4 | $518K | Buy |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $518K | Buy |
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|
2018
Q1 | $494K | Hold |
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|
2017
Q4 | $500K | Hold |
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|
2017
Q3 | $471K | Hold |
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|
2017
Q2 | $455K | Hold |
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|
2017
Q1 | $442K | Hold |
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|
2016
Q4 | $420K | Buy |
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|
2016
Q2 | $446K | Buy |
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|
2016
Q1 | $388K | Hold |
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|
2015
Q4 | $386K | Buy |
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|
2015
Q3 | $315K | Hold |
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|
2015
Q2 | $343K | Hold |
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|
2015
Q1 | $343K | Sell |
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|
2014
Q4 | $442K | Hold |
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|
2014
Q3 | $422K | Hold |
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|
2014
Q2 | $425K | Sell |
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|
2014
Q1 | $627K | Hold |
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|
2013
Q4 | $617K | Buy |
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|
2013
Q3 | $284K | Hold |
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|
2013
Q2 | $271K | Buy |
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