GGM Wealth Advisors’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
Q1 | $368K | Buy |
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|
2024
Q4 | $379K | Buy |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $327K | Hold |
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|
2023
Q4 | $307K | Hold |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $283K | Buy |
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