GPS Wealth Strategies Group’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
Q3 | $285K | Sell |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | $179K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $116K | Hold |
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|
2022
Q2 | $122K | Hold |
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|
2022
Q1 | $147K | Buy |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $28K | Buy |
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