HBK Sorce 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 | $430K | Hold |
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|
2025
Q2 | $399K | Hold |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $426K | Hold |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $391K | Sell |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $394K | Hold |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $884K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $212K | Buy |
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