FRA
Frank Rimerman 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 | $1.05M | Sell |
2,978
-1,450
| -33% | -$509K | 0.07% | 205 |
|
|
2025
Q1 | $1.41M | Buy |
4,428
+2,965
| +203% | +$942K | 0.11% | 151 |
|
|
2024
Q4 | $489K | Hold |
1,463
| – | – | 0.04% | 315 |
|
|
2024
Q3 | $478K | Hold |
1,463
| – | – | 0.03% | 333 |
|
|
2024
Q2 | $452K | Hold |
1,463
| – | – | 0.03% | 359 |
|
|
2024
Q1 | $439K | Buy |
1,463
+358
| +32% | +$107K | 0.08% | 64 |
|
|
2023
Q4 | $302K | Hold |
1,105
| – | – | 0.06% | 82 |
|
|
2023
Q3 | $271K | Hold |
1,105
| – | – | 0.07% | 81 |
|
|
2023
Q2 | $281K | Hold |
1,105
| – | – | 0.07% | 85 |
|
|
2023
Q1 | $260K | Buy |
+1,105
| New | +$260K | 0.07% | 90 |
|