Gould Capital’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
Q2
$352K Sell
2025
Q1
$326K Sell
2024
Q4
$431K Buy
2024
Q3
$389K Buy
2024
Q2
$340K Sell
2024
Q1
$381K Sell
2023
Q4
$356K Sell
2023
Q3
$323K Sell
2023
Q2
$386K Sell
2023
Q1
$380K Sell
2022
Q4
$776K Buy
2022
Q3
$330K Sell
2022
Q2
$348K Buy
2022
Q1
$419K Sell
2021
Q4
$685K Buy