Focus Partners Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128M | Buy |
365,099
+418
| +0.1% | +$147K | 0.28% | 71 |
|
|
2025
Q1 | $116M | Sell |
364,681
-6,346
| -2% | -$2.02M | 0.29% | 70 |
|
|
2024
Q4 | $124M | Sell |
371,027
-2,470
| -0.7% | -$826K | 0.32% | 62 |
|
|
2024
Q3 | $122M | Sell |
373,497
-234,235
| -39% | -$76.5M | 0.39% | 57 |
|
|
2024
Q2 | $188M | Buy |
607,732
+304,954
| +101% | +$94.1M | 0.63% | 33 |
|
|
2024
Q1 | $90.9M | Buy |
302,778
+12,413
| +4% | +$3.72M | 0.74% | 27 |
|
|
2023
Q4 | $79.5M | Buy |
+290,365
| New | +$79.5M | 1.04% | 15 |
|