Glassman Wealth Services’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
Q3 | $18.5K | Hold |
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|
2025
Q2 | $17.1K | Hold |
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2025
Q1 | $15.5K | Hold |
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|
2024
Q4 | $16.3K | Hold |
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|
2024
Q3 | $15.9K | Hold |
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|
2024
Q2 | $15.1K | Hold |
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|
2024
Q1 | $14.6K | Hold |
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|
2023
Q4 | $13.3K | Hold |
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|
2023
Q3 | $11.9K | Hold |
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|
2023
Q2 | $12.4K | Hold |
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|
2023
Q1 | $11.5K | Hold |
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|
2022
Q4 | $10.8K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $29K | Buy |
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $25K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $538K | Hold |
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|
2018
Q3 | $631K | Hold |
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|
2018
Q2 | $595K | Hold |
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|
2018
Q1 | $573K | Sell |
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|
2017
Q4 | $680K | Sell |
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|
2017
Q3 | $641K | Hold |
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|
2017
Q2 | $619K | Hold |
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|
2017
Q1 | $601K | Hold |
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|
2016
Q4 | $571K | Hold |
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|
2016
Q3 | $551K | Hold |
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|
2016
Q2 | $533K | Hold |
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|
2016
Q1 | $519K | Hold |
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|
2015
Q4 | $517K | Hold |
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|
2015
Q3 | $489K | Hold |
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|
2015
Q2 | $533K | Hold |
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|
2015
Q1 | $532K | Hold |
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|
2014
Q4 | $525K | Buy |
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