Francis Financial’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
Q2 | $282K | Hold |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $679K | Hold |
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|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $635K | Hold |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $569K | Sell |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $475K | Hold |
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|
2022
Q2 | $524K | Buy |
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|
2018
Q1 | $390K | Hold |
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|
2017
Q4 | $395K | Buy |
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