HP
Holistic Planning’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
682
| – | – | 0.07% | 198 |
|
|
2025
Q1 | $217K | Hold |
682
| – | – | 0.07% | 181 |
|
|
2024
Q4 | $228K | Hold |
682
| – | – | 0.08% | 157 |
|
|
2024
Q3 | $223K | Buy |
682
+15
| +2% | +$4.9K | 0.09% | 141 |
|
|
2024
Q2 | $200K | Hold |
667
| – | – | 0.15% | 114 |
|
|
2024
Q1 | $200K | Buy |
+667
| New | +$200K | 0.15% | 115 |
|