GLOBALT Investments’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
Sell
2025
Q4
$237K Sell
2025
Q3
$374K Hold
2025
Q2
$347K Sell
2025
Q1
$461K Sell
2024
Q4
$538K Hold
2024
Q3
$526K Sell
2024
Q2
$506K Sell
2024
Q1
$521K Hold
2023
Q4
$475K Buy