Greenwood Capital Associates’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 | $1.09M | Sell |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $922K | Sell |
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|
2024
Q4 | $985K | Hold |
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|
2024
Q3 | $963K | Hold |
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|
2024
Q2 | $910K | Sell |
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|
2024
Q1 | $897K | Hold |
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|
2023
Q4 | $818K | Sell |
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|
2023
Q3 | $790K | Sell |
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|
2023
Q2 | $906K | Sell |
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|
2023
Q1 | $940K | Hold |
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|
2022
Q4 | $881K | Hold |
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|
2022
Q3 | $839K | Hold |
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|
2022
Q2 | $868K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.85M | Sell |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.77M | Sell |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $2.73M | Sell |
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|
2020
Q3 | $6.65M | Sell |
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|
2020
Q2 | $6.81M | Sell |
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|
2020
Q1 | $5.92M | Sell |
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|
2019
Q4 | $9.42M | Sell |
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|
2019
Q3 | $8.76M | Sell |
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|
2019
Q2 | $8.72M | Buy |
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|
2019
Q1 | $8.42M | Sell |
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|
2018
Q4 | $7.68M | Buy |
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|
2018
Q3 | $8.96M | Sell |
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|
2018
Q2 | $8.63M | Sell |
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|
2018
Q1 | $8.53M | Sell |
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|
2017
Q4 | $8.88M | Sell |
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|
2017
Q3 | $8.55M | Sell |
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|
2017
Q2 | $8.35M | Sell |
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|
2017
Q1 | $8.89M | Sell |
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|
2016
Q4 | $8.71M | Buy |
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|
2016
Q3 | $7.96M | Sell |
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|
2016
Q2 | $7.94M | Buy |
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|
2016
Q1 | $7.67M | Buy |
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|
2015
Q4 | $2.25M | Buy |
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|
2015
Q3 | $1.9M | Buy |
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|
2015
Q2 | $1.56M | Buy |
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|
2015
Q1 | $222K | Buy |
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