GPS Wealth Strategies Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
824
-51
| -6% | -$17.9K | 0.03% | 259 |
|
|
2025
Q1 | $278K | Buy |
875
+81
| +10% | +$25.7K | 0.04% | 256 |
|
|
2024
Q4 | $266K | Sell |
794
-34
| -4% | -$11.4K | 0.03% | 253 |
|
|
2024
Q3 | $271K | Buy |
828
+7
| +0.9% | +$2.29K | 0.04% | 255 |
|
|
2024
Q2 | $253K | Buy |
821
+38
| +5% | +$11.7K | 0.04% | 229 |
|
|
2024
Q1 | $235K | Sell |
783
-113
| -13% | -$33.9K | 0.04% | 226 |
|
|
2023
Q4 | $245K | Buy |
896
+11
| +1% | +$3.01K | 0.04% | 225 |
|
|
2023
Q3 | $217K | Hold |
885
| – | – | 0.04% | 231 |
|
|
2023
Q2 | $225K | Buy |
885
+126
| +17% | +$32.1K | 0.04% | 232 |
|
|
2023
Q1 | $179K | Buy |
+759
| New | +$179K | 0.04% | 252 |
|
|
2022
Q4 | – | Sell |
-562
| Closed | -$116K | – | 619 |
|
|
2022
Q3 | $116K | Hold |
562
| – | – | 0.03% | 277 |
|
|
2022
Q2 | $122K | Hold |
562
| – | – | 0.03% | 279 |
|
|
2022
Q1 | $147K | Buy |
562
+443
| +372% | +$116K | 0.03% | 251 |
|
|
2021
Q4 | $33K | Hold |
119
| – | – | 0.01% | 493 |
|
|
2021
Q3 | $30K | Hold |
119
| – | – | 0.01% | 497 |
|
|
2021
Q2 | $30K | Hold |
119
| – | – | 0.01% | 514 |
|
|
2021
Q1 | $28K | Buy |
+119
| New | +$28K | 0.01% | 483 |
|