Founders Financial Alliance’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 | $82.8K | Sell |
236
-4
| -2% | -$1.4K | 0.02% | 359 |
|
|
2025
Q1 | $76.3K | Hold |
240
| – | – | 0.02% | 409 |
|
|
2024
Q4 | $80.1K | Buy |
240
+1
| +0.4% | +$334 | 0.02% | 342 |
|
|
2024
Q3 | $78.1K | Buy |
239
+1
| +0.4% | +$327 | 0.02% | 357 |
|
|
2024
Q2 | $73.5K | Hold |
238
| – | – | 0.02% | 345 |
|
|
2024
Q1 | $71.3K | Buy |
238
+1
| +0.4% | +$299 | 0.02% | 352 |
|
|
2023
Q4 | $64.9K | Buy |
237
+2
| +0.9% | +$547 | 0.03% | 319 |
|
|
2023
Q3 | $57.6K | Sell |
235
-21
| -8% | -$5.15K | 0.03% | 309 |
|
|
2023
Q2 | $65.2K | Buy |
256
+1
| +0.4% | +$255 | 0.03% | 321 |
|
|
2023
Q1 | $60.1K | Buy |
255
+1
| +0.4% | +$236 | 0.03% | 290 |
|
|
2022
Q4 | $56.2K | Buy |
254
+1
| +0.4% | +$221 | 0.03% | 310 |
|
|
2022
Q3 | $52K | Buy |
253
+1
| +0.4% | +$206 | 0.03% | 311 |
|
|
2022
Q2 | $55K | Buy |
252
+1
| +0.4% | +$218 | 0.03% | 323 |
|
|
2022
Q1 | $66K | Sell |
251
-4
| -2% | -$1.05K | 0.03% | 296 |
|
|
2021
Q4 | $71K | Sell |
255
-10
| -4% | -$2.78K | 0.03% | 327 |
|
|
2021
Q3 | $67K | Buy |
265
+1
| +0.4% | +$253 | 0.03% | 305 |
|
|
2021
Q2 | $68K | Sell |
264
-152
| -37% | -$39.2K | 0.03% | 323 |
|
|
2021
Q1 | $101K | Hold |
416
| – | – | 0.05% | 273 |
|
|
2020
Q4 | $93K | Buy |
416
+9
| +2% | +$2.01K | 0.05% | 250 |
|
|
2020
Q3 | $80K | Buy |
+407
| New | +$80K | 0.05% | 299 |
|