Granite FO LLC’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 | $215K | Hold |
612
| – | – | 0.12% | 44 |
|
|
2025
Q1 | $194K | Hold |
612
| – | – | 0.11% | 51 |
|
|
2024
Q4 | $205K | Hold |
612
| – | – | 0.12% | 47 |
|
|
2024
Q3 | $200K | Buy |
+612
| New | +$200K | 0.11% | 52 |
|
|
2024
Q2 | – | Sell |
-612
| Closed | -$195K | – | 128 |
|
|
2024
Q1 | $195K | Hold |
612
| – | – | 0.11% | 53 |
|
|
2023
Q4 | $168K | Hold |
612
| – | – | 0.11% | 56 |
|
|
2023
Q3 | $150K | Hold |
612
| – | – | 0.11% | 58 |
|
|
2023
Q2 | $156K | Hold |
612
| – | – | 0.11% | 57 |
|
|
2023
Q1 | $146K | Hold |
612
| – | – | 0.09% | 89 |
|
|
2022
Q4 | $144K | Buy |
+612
| New | +$144K | 0.11% | 58 |
|