FMWA
Forvis Mazars Wealth 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 | $17.9M | Sell |
50,951
-524
| -1% | -$184K | 0.39% | 39 |
|
|
2025
Q1 | $16.4M | Sell |
51,475
-2,101
| -4% | -$667K | 0.39% | 40 |
|
|
2024
Q4 | $17.9M | Sell |
53,576
-1,308
| -2% | -$437K | 0.41% | 39 |
|
|
2024
Q3 | $17.9M | Sell |
54,884
-1,237
| -2% | -$404K | 0.41% | 40 |
|
|
2024
Q2 | $17.3M | Buy |
56,121
+105
| +0.2% | +$32.4K | 0.43% | 40 |
|
|
2024
Q1 | $16.8M | Sell |
56,016
-362
| -0.6% | -$109K | 0.43% | 41 |
|
|
2023
Q4 | $15.4M | Sell |
56,378
-579
| -1% | -$158K | 0.43% | 40 |
|
|
2023
Q3 | $14M | Sell |
56,957
-144
| -0.3% | -$35.3K | 0.42% | 41 |
|
|
2023
Q2 | $14.5M | Sell |
57,101
-1,792
| -3% | -$456K | 0.43% | 41 |
|
|
2023
Q1 | $13.9M | Sell |
58,893
-1,477
| -2% | -$348K | 0.45% | 39 |
|
|
2022
Q4 | $13.3M | Buy |
60,370
+677
| +1% | +$149K | 0.47% | 40 |
|
|
2022
Q3 | $12.4M | Buy |
59,693
+871
| +1% | +$180K | 0.5% | 38 |
|
|
2022
Q2 | $12.8M | Buy |
58,822
+25,986
| +79% | +$5.65M | 0.52% | 34 |
|
|
2022
Q1 | $8.62M | Buy |
32,836
+519
| +2% | +$136K | 0.36% | 34 |
|
|
2021
Q4 | $8.97M | Hold |
32,317
| – | – | 0.38% | 32 |
|
|
2021
Q3 | $8.24M | Hold |
32,317
| – | – | 0.38% | 33 |
|
|
2021
Q2 | $8.27M | Sell |
32,317
-45
| -0.1% | -$11.5K | 0.38% | 33 |
|
|
2021
Q1 | $7.68M | Sell |
32,362
-570
| -2% | -$135K | 0.38% | 32 |
|
|
2020
Q4 | $7.36M | Buy |
32,932
+1,730
| +6% | +$387K | 0.37% | 33 |
|
|
2020
Q3 | $6.11M | Sell |
31,202
-249
| -0.8% | -$48.7K | 0.36% | 35 |
|
|
2020
Q2 | $5.66M | Sell |
31,451
-608
| -2% | -$109K | 0.37% | 35 |
|
|
2020
Q1 | $4.76M | Sell |
32,059
-326
| -1% | -$48.4K | 0.39% | 33 |
|
|
2019
Q4 | $6.1M | Sell |
32,385
-800
| -2% | -$151K | 0.44% | 29 |
|
|
2019
Q3 | $5.77M | Sell |
33,185
-1,074
| -3% | -$187K | 0.46% | 24 |
|
|
2019
Q2 | $5.91M | Sell |
34,259
-5,566
| -14% | -$959K | 0.48% | 24 |
|
|
2019
Q1 | $6.64M | Buy |
39,825
+600
| +2% | +$100K | 0.55% | 25 |
|
|
2018
Q4 | $5.76M | Buy |
39,225
+16
| +0% | +$2.35K | 0.59% | 23 |
|
|
2018
Q3 | $6.76M | Sell |
39,209
-750
| -2% | -$129K | 0.59% | 21 |
|
|
2018
Q2 | $6.49M | Sell |
39,959
-30
| -0.1% | -$4.87K | 0.63% | 20 |
|
|
2018
Q1 | $6.25M | Sell |
39,989
-105
| -0.3% | -$16.4K | 0.63% | 17 |
|
|
2017
Q4 | $6.34M | Sell |
40,094
-631
| -2% | -$99.8K | 0.63% | 18 |
|
|
2017
Q3 | $6.08M | Sell |
40,725
-2,131
| -5% | -$318K | 0.67% | 17 |
|
|
2017
Q2 | $6.17M | Sell |
42,856
-1,453
| -3% | -$209K | 0.7% | 18 |
|
|
2017
Q1 | $6.2M | Sell |
44,309
-1,002
| -2% | -$140K | 0.76% | 16 |
|
|
2016
Q4 | $6.03M | Sell |
45,311
-70
| -0.2% | -$9.31K | 0.79% | 17 |
|
|
2016
Q3 | $5.82M | Sell |
45,381
-150
| -0.3% | -$19.2K | 0.81% | 18 |
|
|
2016
Q2 | $5.65M | Sell |
45,531
-465
| -1% | -$57.7K | 0.84% | 19 |
|
|
2016
Q1 | $5.56M | Sell |
45,996
-378
| -0.8% | -$45.7K | 0.89% | 17 |
|
|
2015
Q4 | $5.58M | Sell |
46,374
-212
| -0.5% | -$25.5K | 0.84% | 17 |
|
|
2015
Q3 | $5.31M | Sell |
46,586
-306
| -0.7% | -$34.9K | 0.93% | 15 |
|
|
2015
Q2 | $5.81M | Sell |
46,892
-179
| -0.4% | -$22.2K | 0.87% | 18 |
|
|
2015
Q1 | $5.83M | Sell |
47,071
-1,423
| -3% | -$176K | 0.84% | 19 |
|
|
2014
Q4 | $5.93M | Buy |
48,494
+199
| +0.4% | +$24.3K | 0.97% | 17 |
|
|
2014
Q3 | $5.64M | Sell |
48,295
-1,192
| -2% | -$139K | 0.97% | 18 |
|
|
2014
Q2 | $5.83M | Sell |
49,487
-6,409
| -11% | -$755K | 0.99% | 18 |
|
|
2014
Q1 | $6.27M | Sell |
55,896
-763
| -1% | -$85.6K | 1.11% | 18 |
|
|
2013
Q4 | $6.27M | Sell |
56,659
-997
| -2% | -$110K | 1.16% | 17 |
|
|
2013
Q3 | $5.83M | Buy |
+57,656
| New | +$5.83M | 1.2% | 17 |
|