Founders Financial Alliance’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 | $93.4K | Buy |
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|
2025
Q2 | $82.8K | Sell |
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|
2025
Q1 | $76.3K | Hold |
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|
2024
Q4 | $80.1K | Buy |
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|
2024
Q3 | $78.1K | Buy |
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|
2024
Q2 | $73.5K | Hold |
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|
2024
Q1 | $71.3K | Buy |
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|
2023
Q4 | $64.8K | Buy |
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|
2023
Q3 | $57.6K | Sell |
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|
2023
Q2 | $65.2K | Buy |
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|
2023
Q1 | $60.1K | Buy |
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|
2022
Q4 | $56.1K | Buy |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $55K | Buy |
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|
2022
Q1 | $66K | Sell |
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|
2021
Q4 | $71K | Sell |
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|
2021
Q3 | $67K | Buy |
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|
2021
Q2 | $68K | Sell |
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|
2021
Q1 | $101K | Hold |
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|
2020
Q4 | $93K | Buy |
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|
2020
Q3 | $80K | Buy |
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