GWMR
GC Wealth Management RIA’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
4,649
-6
| -0.1% | -$2.11K | 0.13% | 156 |
|
|
2025
Q1 | $1.48M | Sell |
4,655
-20
| -0.4% | -$6.35K | 0.27% | 84 |
|
|
2024
Q4 | $1.56M | Sell |
4,675
-100
| -2% | -$33.4K | 0.27% | 78 |
|
|
2024
Q3 | $1.56M | Sell |
4,775
-34
| -0.7% | -$11.1K | 0.27% | 78 |
|
|
2024
Q2 | $1.48M | Hold |
4,809
| – | – | 0.29% | 68 |
|
|
2024
Q1 | $1.44M | Buy |
4,809
+186
| +4% | +$55.8K | 0.29% | 70 |
|
|
2023
Q4 | $1.27M | Buy |
+4,623
| New | +$1.27M | 0.57% | 46 |
|