Gibson Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Gibson Capital’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$700K	Hold
2023 Q4	$639K	Hold
2023 Q3	$572K	Hold
2023 Q2	$594K	Hold
2023 Q1	$549K	Hold
2022 Q4	$515K	Hold
2022 Q3	$483K	Hold
2022 Q2	$507K	Hold
2022 Q1	$612K	Hold
2021 Q4	$647K	Hold
2021 Q3	$594K	Hold
2021 Q2	$597K	Hold
2021 Q1	$553K	Hold
2020 Q4	$521K	Hold
2020 Q3	$456K	Hold
2020 Q2	$420K	Hold
2020 Q1	$346K	Hold
2019 Q4	$439K	Hold
2019 Q3	$405K	Hold
2019 Q2	$402K	Hold
2019 Q1	$388K	Hold
2018 Q4	$342K	Sell
2018 Q3	$3.13M	Hold
2018 Q2	$2.94M	Sell
2018 Q1	$2.85M	Hold
2017 Q4	$2.88M	Hold
2017 Q3	$2.72M	Hold
2017 Q2	$2.63M	Hold
2017 Q1	$2.55M	Sell
2016 Q4	$2.52M	Sell
2016 Q3	$2.51M	Hold
2016 Q2	$2.43M	Hold
2016 Q1	$2.37M	Sell
2015 Q4	$2.38M	Sell
2015 Q3	$2.31M	Hold
2015 Q2	$2.51M	Hold
2015 Q1	$2.51M	Sell
2014 Q4	$2.65M	Hold
2014 Q3	$2.54M	Hold
2014 Q2	$2.56M	Hold
2014 Q1	$2.44M	Hold
2013 Q4	$2.4M	Hold
2013 Q3	$2.2M	Hold
2013 Q2	$2.09M	Buy