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
Q4 | $604K | Buy |
1,561
+149
| +11% | +$57.2K | 0.01% | 861 |
|
|
2025
Q3 | $535K | Buy |
1,412
+2
| +0.1% | +$729 | 0.01% | 750 |
|
|
2025
Q2 | $495K | Buy |
+1,410
| New | +$458K | 0.01% | 712 |
|
|
2024
Q4 | $754K | Buy |
2,255
+769
| +52% | +$259K | 0.02% | 518 |
|
|
2024
Q3 | $486K | Sell |
1,486
-656
| -31% | -$206K | 0.01% | 638 |
|
|
2024
Q2 | $661K | Buy |
2,142
+980
| +84% | +$292K | 0.02% | 532 |
|
|
2024
Q1 | $349K | Buy |
1,162
+200
| +21% | +$57.1K | 0.01% | 611 |
|
|
2023
Q4 | $262K | Buy |
962
+23
| +2% | +$5.86K | 0.01% | 655 |
|
|
2023
Q3 | $228K | Sell |
939
-22
| -2% | -$5.62K | 0.01% | 626 |
|
|
2023
Q2 | $245K | Buy |
961
+653
| +212% | +$157K | 0.01% | 625 |
|
|
2023
Q1 | $72.1K | Buy |
308
+130
| +73% | +$30K | ﹤0.01% | 1057 |
|
|
2022
Q4 | $39.4K | Buy |
178
+50
| +39% | +$11.1K | ﹤0.01% | 1199 |
|
|
2022
Q3 | $29K | Sell |
128
-36
| -22% | -$8.28K | ﹤0.01% | 1223 |
|
|
2022
Q2 | $36K | Hold |
164
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q1 | $37K | Buy |
+164
| New | +$42.5K | ﹤0.01% | 1120 |
|
|
2021
Q4 | – | Sell |
-22
| Closed | -$6K | – | 1042 |
|
|
2021
Q3 | $6K | Hold |
22
| – | – | ﹤0.01% | 1562 |
|
|
2021
Q2 | $6K | Hold |
22
| – | – | ﹤0.01% | 1525 |
|
|
2021
Q1 | $5K | Sell |
22
-40
| -65% | -$9.29K | ﹤0.01% | 1472 |
|
|
2020
Q4 | $14K | Buy |
62
+22
| +55% | +$4.62K | ﹤0.01% | 1161 |
|
|
2020
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 1210 |
|
|
2020
Q2 | $7K | Hold |
40
| – | – | ﹤0.01% | 1206 |
|
|
2020
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q4 | $7K | Buy |
40
+1
| +3% | +$180 | ﹤0.01% | 1242 |
|
|
2019
Q3 | $7K | Hold |
39
| – | – | ﹤0.01% | 1208 |
|
|
2019
Q2 | $7K | Buy |
+39
| New | +$6.62K | ﹤0.01% | 1203 |
|
Other funds holding IWV
SCM
UMC
PWA
