First American Trust’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
Q3 | $429K | Sell |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $414K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $307K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $309K | Sell |
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|
2017
Q4 | $316K | Sell |
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|
2017
Q3 | $306K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $245K | Sell |
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|
2015
Q2 | $309K | Sell |
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|
2015
Q1 | $398K | Sell |
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|
2014
Q4 | $1.18M | Buy |
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