Foster Group’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 | $601K | Hold |
1,712
| – | – | 0.02% | 132 |
|
|
2025
Q1 | $544K | Sell |
1,712
-100
| -6% | -$31.8K | 0.02% | 122 |
|
|
2024
Q4 | $606K | Sell |
1,812
-150
| -8% | -$50.1K | 0.02% | 108 |
|
|
2024
Q3 | $641K | Hold |
1,962
| – | – | 0.02% | 116 |
|
|
2024
Q2 | $606K | Sell |
1,962
-3,889
| -66% | -$1.2M | 0.02% | 112 |
|
|
2024
Q1 | $1.76M | Buy |
5,851
+849
| +17% | +$255K | 0.09% | 62 |
|
|
2023
Q4 | $1.23M | Hold |
5,002
| – | – | 0.07% | 63 |
|
|
2023
Q3 | $1.23M | Sell |
5,002
-792
| -14% | -$194K | 0.07% | 63 |
|
|
2023
Q2 | $1.47M | Sell |
5,794
-1,393
| -19% | -$354K | 0.09% | 59 |
|
|
2023
Q1 | $1.69M | Buy |
7,187
+1,402
| +24% | +$330K | 0.11% | 50 |
|
|
2022
Q4 | $1.28M | Sell |
5,785
-604
| -9% | -$133K | 0.1% | 57 |
|
|
2022
Q3 | $1.32M | Sell |
6,389
-8,740
| -58% | -$1.81M | 0.11% | 52 |
|
|
2022
Q2 | $3.29M | Buy |
+15,129
| New | +$3.29M | 0.23% | 36 |
|