HB Wealth Management’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 | $30.5M | Sell |
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|
2025
Q2 | $29M | Buy |
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|
2025
Q1 | $26.2M | Sell |
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|
2024
Q4 | $28.2M | Sell |
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|
2024
Q3 | $27.8M | Sell |
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|
2024
Q2 | $26.4M | Buy |
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|
2024
Q1 | $25.6M | Buy |
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|
2023
Q4 | $23.3M | Sell |
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|
2023
Q3 | $21.7M | Sell |
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|
2023
Q2 | $22.6M | Buy |
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|
2023
Q1 | $20.9M | Sell |
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|
2022
Q4 | $20.6M | Buy |
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|
2022
Q3 | $15.1M | Buy |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $1.32M | Hold |
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|
2021
Q4 | $1.4M | Buy |
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