GWA
GGM Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $368K | Buy |
1,175
+40
| +4% | +$12.5K | 0.2% | 89 |
|
|
2024
Q4 | $379K | Buy |
1,135
+35
| +3% | +$11.7K | 0.2% | 90 |
|
|
2024
Q3 | $359K | Hold |
1,100
| – | – | 0.15% | 99 |
|
|
2024
Q2 | $340K | Hold |
1,100
| – | – | 0.16% | 97 |
|
|
2024
Q1 | $327K | Hold |
1,100
| – | – | 0.15% | 98 |
|
|
2023
Q4 | $307K | Hold |
1,100
| – | – | 0.13% | 115 |
|
|
2023
Q3 | $271K | Hold |
1,100
| – | – | 0.12% | 118 |
|
|
2023
Q2 | $280K | Buy |
+1,100
| New | +$280K | 0.11% | 118 |
|
|
2023
Q1 | – | Sell |
-1,100
| Closed | -$246K | – | 97 |
|
|
2022
Q4 | $246K | Hold |
1,100
| – | – | 0.13% | 115 |
|
|
2022
Q3 | $244K | Hold |
1,100
| – | – | 0.13% | 115 |
|
|
2022
Q2 | $242K | Hold |
1,100
| – | – | 0.14% | 116 |
|
|
2022
Q1 | $283K | Buy |
+1,100
| New | +$283K | 0.14% | 117 |
|