First National 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
Q2 | $12.9M | Sell |
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|
2025
Q1 | $12.5M | Sell |
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|
2024
Q4 | $13.6M | Buy |
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|
2024
Q3 | $12.9M | Buy |
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|
2024
Q2 | $12M | Sell |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $2.67M | Buy |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $637K | Sell |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $628K | Buy |
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|
2022
Q1 | $520K | Sell |
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|
2021
Q4 | $982K | Buy |
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|
2021
Q3 | $495K | Sell |
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|
2021
Q2 | $558K | Buy |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $548K | Hold |
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|
2020
Q3 | $479K | Buy |
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|
2020
Q2 | $429K | Buy |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | $252K | Sell |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $210K | Buy |
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