GIA
GHP Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
3,167
| – | – | 0.05% | 260 |
|
|
2025
Q1 | $1.01M | Buy |
3,167
+1
| +0% | +$318 | 0.05% | 266 |
|
|
2024
Q4 | $1.06M | Buy |
3,166
+1
| +0% | +$334 | 0.05% | 266 |
|
|
2024
Q3 | $1.03M | Hold |
3,165
| – | – | 0.05% | 263 |
|
|
2024
Q2 | $977K | Buy |
3,165
+1
| +0% | +$309 | 0.05% | 266 |
|
|
2024
Q1 | $950K | Hold |
3,164
| – | – | 0.05% | 271 |
|
|
2023
Q4 | $866K | Buy |
3,164
+1
| +0% | +$274 | 0.05% | 273 |
|
|
2023
Q3 | $780K | Hold |
3,163
| – | – | 0.05% | 272 |
|
|
2023
Q2 | $809K | Buy |
3,163
+1
| +0% | +$256 | 0.05% | 278 |
|
|
2023
Q1 | $744K | Sell |
3,162
-128
| -4% | -$30.1K | 0.05% | 275 |
|
|
2022
Q4 | $726K | Buy |
3,290
+2
| +0.1% | +$441 | 0.05% | 275 |
|
|
2022
Q3 | $681K | Hold |
3,288
| – | – | 0.05% | 267 |
|
|
2022
Q2 | $715K | Buy |
3,288
+1
| +0% | +$217 | 0.05% | 262 |
|
|
2022
Q1 | $862K | Buy |
3,287
+1
| +0% | +$262 | 0.06% | 256 |
|
|
2021
Q4 | $912K | Buy |
3,286
+2
| +0.1% | +$555 | 0.06% | 218 |
|
|
2021
Q3 | $837K | Hold |
3,284
| – | – | 0.07% | 210 |
|
|
2021
Q2 | $840K | Buy |
3,284
+2
| +0.1% | +$512 | 0.07% | 202 |
|
|
2021
Q1 | $779K | Hold |
3,282
| – | – | 0.07% | 205 |
|
|
2020
Q4 | $734K | Buy |
3,282
+1
| +0% | +$224 | 0.07% | 200 |
|
|
2020
Q3 | $642K | Buy |
3,281
+1
| +0% | +$196 | 0.07% | 205 |
|
|
2020
Q2 | $591K | Sell |
3,280
-148
| -4% | -$26.7K | 0.07% | 207 |
|
|
2020
Q1 | $508K | Hold |
3,428
| – | – | 0.08% | 213 |
|
|
2019
Q4 | $646K | Buy |
3,428
+3
| +0.1% | +$565 | 0.07% | 220 |
|
|
2019
Q3 | $595K | Hold |
3,425
| – | – | 0.07% | 220 |
|
|
2019
Q2 | $590K | Buy |
3,425
+2
| +0.1% | +$345 | 0.07% | 222 |
|
|
2019
Q1 | $571K | Buy |
3,423
+1
| +0% | +$167 | 0.07% | 217 |
|
|
2018
Q4 | $503K | Buy |
3,422
+3
| +0.1% | +$441 | 0.08% | 216 |
|
|
2018
Q3 | $589K | Sell |
3,419
-154
| -4% | -$26.5K | 0.08% | 215 |
|
|
2018
Q2 | $580K | Buy |
3,573
+155
| +5% | +$25.2K | 0.08% | 213 |
|
|
2018
Q1 | $534K | Sell |
3,418
-254
| -7% | -$39.7K | 0.08% | 224 |
|
|
2017
Q4 | $581K | Buy |
3,672
+5
| +0.1% | +$791 | 0.08% | 218 |
|
|
2017
Q3 | $547K | Buy |
3,667
+2
| +0.1% | +$298 | 0.08% | 221 |
|
|
2017
Q2 | $528K | Hold |
3,665
| – | – | 0.08% | 221 |
|
|
2017
Q1 | $513K | Buy |
3,665
+2
| +0.1% | +$280 | 0.09% | 219 |
|
|
2016
Q4 | $487K | Buy |
3,663
+5
| +0.1% | +$665 | 0.09% | 219 |
|
|
2016
Q3 | $469K | Buy |
3,658
+2
| +0.1% | +$256 | 0.1% | 214 |
|
|
2016
Q2 | $453K | Hold |
3,656
| – | – | 0.1% | 214 |
|
|
2016
Q1 | $442K | Buy |
3,656
+6
| +0.2% | +$725 | 0.1% | 212 |
|
|
2015
Q4 | $439K | Buy |
3,650
+2
| +0.1% | +$241 | 0.11% | 204 |
|
|
2015
Q3 | $415K | Buy |
3,648
+354
| +11% | +$40.3K | 0.11% | 195 |
|
|
2015
Q2 | $408K | Buy |
+3,294
| New | +$408K | 0.1% | 202 |
|