FSA
Fort Sheridan 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 | $1.18M | Hold |
3,363
| – | – | 0.17% | 90 |
|
|
2025
Q1 | $1.07M | Hold |
3,363
| – | – | 0.16% | 92 |
|
|
2024
Q4 | $1.12M | Hold |
3,363
| – | – | 0.16% | 94 |
|
|
2024
Q3 | $1.1M | Hold |
3,363
| – | – | 0.17% | 91 |
|
|
2024
Q2 | $1.04M | Hold |
3,363
| – | – | 0.17% | 87 |
|
|
2024
Q1 | $1.01M | Hold |
3,363
| – | – | 0.19% | 86 |
|
|
2023
Q4 | $921K | Buy |
+3,363
| New | +$921K | 0.18% | 85 |
|