Glenview Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03M | Sell |
2,792
-66
| -2% | -$25.5K | 0.02% | 282 |
|
|
2025
Q4 | $1.11M | Buy |
2,858
+65
| +2% | +$24.9K | 0.02% | 276 |
|
|
2025
Q3 | $1.06M | Buy |
2,793
+20
| +0.7% | +$7.29K | 0.02% | 288 |
|
|
2025
Q2 | $973K | Sell |
2,773
-14
| -0.5% | -$4.55K | 0.02% | 282 |
|
|
2025
Q1 | $885K | Hold |
2,787
| – | – | 0.02% | 281 |
|
|
2024
Q4 | $932K | Buy |
2,787
+16
| +0.6% | +$5.39K | 0.02% | 280 |
|
|
2024
Q3 | $905K | Hold |
2,771
| – | – | 0.02% | 281 |
|
|
2024
Q2 | $855K | Sell |
2,771
-30
| -1% | -$8.95K | 0.02% | 270 |
|
|
2024
Q1 | $841K | Buy |
2,801
+9
| +0.3% | +$2.57K | 0.02% | 274 |
|
|
2023
Q4 | $764K | Buy |
2,792
+42
| +2% | +$10.7K | 0.02% | 277 |
|
|
2023
Q3 | $674K | Buy |
2,750
+14
| +0.5% | +$3.58K | 0.02% | 274 |
|
|
2023
Q2 | $696K | Buy |
2,736
+284
| +12% | +$68.3K | 0.02% | 273 |
|
|
2023
Q1 | $577K | Buy |
2,452
+107
| +5% | +$24.7K | 0.02% | 294 |
|
|
2022
Q4 | $517K | Buy |
2,345
+97
| +4% | +$21.6K | 0.02% | 302 |
|
|
2022
Q3 | $465K | Buy |
2,248
+14
| +0.6% | +$3.22K | 0.02% | 289 |
|
|
2022
Q2 | $486K | Buy |
2,234
+11
| +0.5% | +$2.6K | 0.02% | 280 |
|
|
2022
Q1 | $583K | Buy |
2,223
+5
| +0.2% | +$1.29K | 0.02% | 271 |
|
|
2021
Q4 | $615K | Buy |
2,218
+172
| +8% | +$46.6K | 0.02% | 259 |
|
|
2021
Q3 | $521K | Buy |
2,046
+10
| +0.5% | +$2.62K | 0.02% | 258 |
|
|
2021
Q2 | $521K | Buy |
2,036
+30
| +1% | +$7.48K | 0.02% | 262 |
|
|
2021
Q1 | $476K | Buy |
2,006
+26
| +1% | +$6.04K | 0.02% | 265 |
|
|
2020
Q4 | $443K | Hold |
1,980
| – | – | 0.02% | 248 |
|
|
2020
Q3 | $388K | Buy |
1,980
+1
| +0.1% | +$193 | 0.02% | 250 |
|
|
2020
Q2 | $356K | Buy |
1,979
+106
| +6% | +$18K | 0.02% | 257 |
|
|
2020
Q1 | $278K | Buy |
1,873
+30
| +2% | +$5.34K | 0.02% | 271 |
|
|
2019
Q4 | $347K | Buy |
1,843
+71
| +4% | +$12.8K | 0.02% | 280 |
|
|
2019
Q3 | $308K | Hold |
1,772
| – | – | 0.02% | 287 |
|
|
2019
Q2 | $305K | Buy |
1,772
+43
| +2% | +$7.29K | 0.02% | 283 |
|
|
2019
Q1 | $288K | Hold |
1,729
| – | – | 0.02% | 289 |
|
|
2018
Q4 | $254K | Buy |
1,729
+169
| +11% | +$26.9K | 0.02% | 286 |
|
|
2018
Q3 | $269K | Hold |
1,560
| – | – | 0.02% | 295 |
|
|
2018
Q2 | $253K | Hold |
1,560
| – | – | 0.02% | 275 |
|
|
2018
Q1 | $244K | Hold |
1,560
| – | – | 0.02% | 307 |
|
|
2017
Q4 | $247K | Sell |
1,560
-789
| -34% | -$122K | 0.02% | 310 |
|
|
2017
Q3 | $351K | Sell |
2,349
-228
| -9% | -$33.3K | 0.03% | 259 |
|
|
2017
Q2 | $371K | Sell |
2,577
-75
| -3% | -$10.7K | 0.03% | 243 |
|
|
2017
Q1 | $371K | Buy |
2,652
+54
| +2% | +$7.46K | 0.03% | 245 |
|
|
2016
Q4 | $345K | Buy |
+2,598
| New | +$337K | 0.03% | 247 |
|
|
2015
Q4 | $274K | Buy |
+2,277
| New | +$277K | 0.03% | 214 |
|
|
2014
Q4 | $282K | Buy |
+2,307
| New | +$275K | 0.03% | 195 |
|
|
2013
Q4 | $242K | Buy |
+2,189
| New | +$232K | 0.03% | 210 |
|
Other funds holding IWV
SCM
AFI
PWA
UMC
