GLOBALT Investments’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
988
-462
| -32% | -$162K | 0.01% | 189 |
|
|
2025
Q1 | $461K | Sell |
1,450
-160
| -10% | -$50.8K | 0.02% | 176 |
|
|
2024
Q4 | $538K | Hold |
1,610
| – | – | 0.02% | 174 |
|
|
2024
Q3 | $526K | Sell |
1,610
-30
| -2% | -$9.8K | 0.02% | 176 |
|
|
2024
Q2 | $506K | Sell |
1,640
-96
| -6% | -$29.6K | 0.02% | 176 |
|
|
2024
Q1 | $521K | Hold |
1,736
| – | – | 0.02% | 175 |
|
|
2023
Q4 | $475K | Buy |
+1,736
| New | +$475K | 0.02% | 176 |
|