Horizons Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8K | Hold |
122
| – | – | 0.03% | 103 |
|
|
2025
Q1 | $38.8K | Hold |
122
| – | – | 0.03% | 106 |
|
|
2024
Q4 | $40.8K | Hold |
122
| – | – | 0.03% | 98 |
|
|
2024
Q3 | $39.9K | Hold |
122
| – | – | 0.03% | 106 |
|
|
2024
Q2 | $38.2K | Hold |
122
| – | – | 0.03% | 106 |
|
|
2024
Q1 | $33.4K | Hold |
122
| – | – | 0.02% | 108 |
|
|
2023
Q4 | $33.4K | Hold |
122
| – | – | 0.02% | 108 |
|
|
2023
Q3 | $29.9K | Hold |
122
| – | – | 0.02% | 110 |
|
|
2023
Q2 | $31K | Hold |
122
| – | – | 0.02% | 118 |
|
|
2023
Q1 | $28.7K | Hold |
122
| – | – | 0.02% | 110 |
|
|
2022
Q4 | $27K | Hold |
122
| – | – | 0.02% | 112 |
|
|
2022
Q3 | $25K | Hold |
122
| – | – | 0.02% | 104 |
|
|
2022
Q2 | $30K | Buy |
+122
| New | +$30K | 0.02% | 102 |
|