Global Retirement Partners’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 | $535K | Buy |
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|
2025
Q2 | $495K | Buy |
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|
2024
Q4 | $754K | Buy |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $661K | Buy |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $72.1K | Buy |
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|
2022
Q4 | $39.4K | Buy |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $37K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $14K | Buy |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $7K | Buy |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Buy |
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