GM
GeoWealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
6,147
-245
| -4% | -$86K | 0.08% | 147 |
|
|
2025
Q1 | $2.03M | Buy |
6,392
+189
| +3% | +$60K | 0.08% | 145 |
|
|
2024
Q4 | $2.07M | Buy |
6,203
+1,485
| +31% | +$496K | 0.07% | 181 |
|
|
2024
Q3 | $1.54M | Hold |
4,718
| – | – | 0.05% | 223 |
|
|
2024
Q2 | $1.46M | Hold |
4,718
| – | – | 0.06% | 205 |
|
|
2024
Q1 | $1.42M | Buy |
+4,718
| New | +$1.42M | 0.05% | 232 |
|