HM Payson & Co’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 | $587K | Hold |
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|
2025
Q2 | $544K | Sell |
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|
2025
Q1 | $535K | Hold |
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|
2024
Q4 | $563K | Hold |
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|
2024
Q3 | $550K | Sell |
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|
2024
Q2 | $636K | Buy |
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|
2024
Q1 | $537K | Hold |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $456K | Hold |
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|
2023
Q1 | $421K | Hold |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $371K | Hold |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $470K | Hold |
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|
2021
Q4 | $497K | Hold |
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|
2021
Q3 | $456K | Hold |
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|
2021
Q2 | $458K | Hold |
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|
2021
Q1 | $425K | Hold |
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|
2020
Q4 | $400K | Hold |
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|
2020
Q3 | $350K | Hold |
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|
2020
Q2 | $322K | Hold |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $392K | Hold |
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|
2019
Q3 | $361K | Sell |
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|
2019
Q2 | $390K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $57K | Sell |
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|
2018
Q3 | $405K | Sell |
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|
2018
Q2 | $938K | Buy |
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|
2018
Q1 | $794K | Buy |
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|
2017
Q4 | $530K | Buy |
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