Fulton Breakefield Broenniman’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 | $571K | Hold |
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|
2025
Q2 | $529K | Sell |
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|
2025
Q1 | $590K | Hold |
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|
2024
Q4 | $621K | Hold |
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|
2024
Q3 | $607K | Sell |
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|
2024
Q2 | $592K | Buy |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $238K | Sell |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | $224K | Sell |
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|
2020
Q3 | $202K | Buy |
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