Gould Capital’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 | $352K | Sell |
1,004
-22
| -2% | -$7.72K | 0.24% | 46 |
|
|
2025
Q1 | $326K | Sell |
1,026
-263
| -20% | -$83.5K | 0.23% | 48 |
|
|
2024
Q4 | $431K | Buy |
1,289
+99
| +8% | +$33.1K | 0.3% | 47 |
|
|
2024
Q3 | $389K | Buy |
1,190
+87
| +8% | +$28.4K | 0.26% | 47 |
|
|
2024
Q2 | $340K | Sell |
1,103
-166
| -13% | -$51.2K | 0.24% | 48 |
|
|
2024
Q1 | $381K | Sell |
1,269
-30
| -2% | -$9K | 0.27% | 47 |
|
|
2023
Q4 | $356K | Sell |
1,299
-19
| -1% | -$5.2K | 0.26% | 47 |
|
|
2023
Q3 | $323K | Sell |
1,318
-200
| -13% | -$49K | 0.26% | 47 |
|
|
2023
Q2 | $386K | Sell |
1,518
-95
| -6% | -$24.2K | 0.3% | 47 |
|
|
2023
Q1 | $380K | Sell |
1,613
-1,903
| -54% | -$448K | 0.29% | 47 |
|
|
2022
Q4 | $776K | Buy |
3,516
+1,920
| +120% | +$424K | 0.62% | 38 |
|
|
2022
Q3 | $330K | Sell |
1,596
-7
| -0.4% | -$1.45K | 0.29% | 46 |
|
|
2022
Q2 | $348K | Buy |
1,603
+7
| +0.4% | +$1.52K | 0.28% | 47 |
|
|
2022
Q1 | $419K | Sell |
1,596
-873
| -35% | -$229K | 0.3% | 47 |
|
|
2021
Q4 | $685K | Buy |
+2,469
| New | +$685K | 0.48% | 45 |
|