Harbor Investment Advisory’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 | $747K | Buy |
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|
2025
Q2 | $692K | Hold |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $586K | Sell |
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|
2023
Q4 | $556K | Hold |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $472K | Hold |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $515K | Hold |
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|
2021
Q4 | $544K | Hold |
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|
2021
Q3 | $500K | Hold |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | $381K | Buy |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $157K | Buy |
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