Financial Engines Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
8,031
+7,280
| +969% | +$2.56M | 0.01% | 186 |
|
|
2025
Q1 | $239K | Hold |
751
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $251K | Buy |
751
+113
| +18% | +$37.8K | ﹤0.01% | 408 |
|
|
2024
Q3 | $208K | Buy |
+638
| New | +$208K | ﹤0.01% | 360 |
|
|
2024
Q2 | – | Sell |
-717
| Closed | -$215K | – | 360 |
|
|
2024
Q1 | $215K | Sell |
717
-431
| -38% | -$129K | ﹤0.01% | 323 |
|
|
2023
Q4 | $314K | Buy |
1,148
+47
| +4% | +$12.9K | ﹤0.01% | 264 |
|
|
2023
Q3 | $271K | Buy |
1,101
+261
| +31% | +$64.2K | ﹤0.01% | 248 |
|
|
2023
Q2 | $214K | Buy |
+840
| New | +$214K | ﹤0.01% | 274 |
|
|
2023
Q1 | – | Sell |
-1,377
| Closed | -$304K | – | 300 |
|
|
2022
Q4 | $304K | Buy |
+1,377
| New | +$304K | ﹤0.01% | 249 |
|
|
2022
Q3 | – | Sell |
-2,793
| Closed | -$607K | – | 297 |
|
|
2022
Q2 | $607K | Buy |
+2,793
| New | +$607K | ﹤0.01% | 187 |
|
|
2021
Q4 | – | Sell |
-4,463
| Closed | -$1.14M | – | 285 |
|
|
2021
Q3 | $1.14M | Hold |
4,463
| – | – | ﹤0.01% | 105 |
|
|
2021
Q2 | $1.14M | Hold |
4,463
| – | – | ﹤0.01% | 91 |
|
|
2021
Q1 | $1.06M | Sell |
4,463
-49
| -1% | -$11.6K | ﹤0.01% | 112 |
|
|
2020
Q4 | $1.01M | Sell |
4,512
-91
| -2% | -$20.4K | ﹤0.01% | 112 |
|
|
2020
Q3 | $901K | Buy |
+4,603
| New | +$901K | ﹤0.01% | 116 |
|
|
2018
Q1 | – | Sell |
-40
| Closed | -$6K | – | 181 |
|
|
2017
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 115 |
|