Forum Financial Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
1,639
+5
| +0.3% | +$1.76K | 0.01% | 364 |
|
|
2025
Q1 | $519K | Sell |
1,634
-4
| -0.2% | -$1.27K | 0.01% | 352 |
|
|
2024
Q4 | $548K | Buy |
1,638
+12
| +0.7% | +$4.01K | 0.01% | 345 |
|
|
2024
Q3 | $531K | Buy |
1,626
+45
| +3% | +$14.7K | 0.01% | 310 |
|
|
2024
Q2 | $488K | Buy |
1,581
+3
| +0.2% | +$926 | 0.01% | 314 |
|
|
2024
Q1 | $473K | Buy |
1,578
+12
| +0.8% | +$3.6K | 0.01% | 341 |
|
|
2023
Q4 | $429K | Buy |
+1,566
| New | +$429K | 0.01% | 334 |
|
|
2023
Q1 | – | Sell |
-952
| Closed | -$210K | – | 635 |
|
|
2022
Q4 | $210K | Buy |
+952
| New | +$210K | 0.01% | 533 |
|
|
2022
Q3 | – | Sell |
-970
| Closed | -$211K | – | 571 |
|
|
2022
Q2 | $211K | Sell |
970
-248
| -20% | -$53.9K | 0.01% | 498 |
|
|
2022
Q1 | $319K | Buy |
1,218
+95
| +8% | +$24.9K | 0.02% | 363 |
|
|
2021
Q4 | $312K | Buy |
+1,123
| New | +$312K | 0.02% | 399 |
|