Financial Gravity Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $131K | Buy |
+413
| New | +$131K | 0.03% | 189 |
|
|
2024
Q2 | $312K | Sell |
1,010
-1,010
| -50% | -$312K | 0.08% | 98 |
|
|
2024
Q1 | $580K | Sell |
2,020
-18,192
| -90% | -$5.22M | 0.08% | 103 |
|
|
2023
Q4 | $2.16M | Buy |
20,212
+1,010
| +5% | +$108K | 0.02% | 212 |
|
|
2023
Q3 | $1.88M | Buy |
19,202
+18,189
| +1,796% | +$1.78M | 0.02% | 223 |
|
|
2023
Q2 | $258 | Hold |
1,013
| – | – | ﹤0.01% | 1102 |
|
|
2023
Q1 | $240 | Buy |
+1,013
| New | +$240 | 0.01% | 589 |
|