Forum Financial Management’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 | $648K | Buy |
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|
2025
Q2 | $575K | Buy |
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|
2025
Q1 | $519K | Sell |
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|
2024
Q4 | $548K | Buy |
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|
2024
Q3 | $531K | Buy |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $312K | Buy |
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