FWL Investment Management’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 | $21.1K | Hold |
60
| – | – | 0.01% | 197 |
|
|
2025
Q1 | $19.1K | Sell |
60
-91
| -60% | -$28.9K | 0.01% | 192 |
|
|
2024
Q4 | $50.5K | Hold |
151
| – | – | 0.02% | 147 |
|
|
2024
Q3 | $49.3K | Hold |
151
| – | – | 0.02% | 123 |
|
|
2024
Q2 | $46.6K | Hold |
151
| – | – | 0.02% | 113 |
|
|
2024
Q1 | $45.3K | Buy |
151
+91
| +152% | +$27.3K | 0.03% | 105 |
|
|
2023
Q4 | $16.4K | Hold |
60
| – | – | 0.01% | 142 |
|
|
2023
Q3 | $14.7K | Buy |
+60
| New | +$14.7K | 0.01% | 135 |
|
|
2023
Q2 | – | Sell |
-60
| Closed | -$14.1K | – | 63 |
|
|
2023
Q1 | $14.1K | Hold |
60
| – | – | 0.01% | 62 |
|
|
2022
Q4 | $13.2K | Sell |
60
-20
| -25% | -$4.41K | 0.01% | 131 |
|
|
2022
Q3 | $17K | Buy |
+80
| New | +$17K | 0.02% | 47 |
|