HR
Howe & Rusling’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
737
-169
| -19% | -$59.3K | 0.02% | 252 |
|
|
2025
Q1 | $288K | Buy |
906
+671
| +286% | +$213K | 0.02% | 217 |
|
|
2024
Q4 | $78.6K | Hold |
235
| – | – | 0.01% | 288 |
|
|
2024
Q3 | $76.8K | Sell |
235
-9
| -4% | -$2.94K | 0.01% | 281 |
|
|
2024
Q2 | $75.4K | Sell |
244
-152
| -38% | -$47K | 0.01% | 272 |
|
|
2024
Q1 | $119K | Sell |
396
-26
| -6% | -$7.81K | 0.01% | 261 |
|
|
2023
Q4 | $116K | Sell |
422
-21
| -5% | -$5.75K | 0.01% | 243 |
|
|
2023
Q3 | $109K | Sell |
443
-211
| -32% | -$51.7K | 0.01% | 232 |
|
|
2023
Q2 | $166K | Sell |
654
-1,827
| -74% | -$465K | 0.02% | 227 |
|
|
2023
Q1 | $584K | Sell |
2,481
-9
| -0.4% | -$2.12K | 0.07% | 123 |
|
|
2022
Q4 | $549K | Buy |
2,490
+22
| +0.9% | +$4.86K | 0.07% | 122 |
|
|
2022
Q3 | $511K | Sell |
2,468
-85
| -3% | -$17.6K | 0.07% | 124 |
|
|
2022
Q2 | $555K | Buy |
2,553
+119
| +5% | +$25.9K | 0.07% | 123 |
|
|
2022
Q1 | $639K | Buy |
2,434
+44
| +2% | +$11.6K | 0.07% | 122 |
|
|
2021
Q4 | $663K | Sell |
2,390
-94
| -4% | -$26.1K | 0.08% | 117 |
|
|
2021
Q3 | $633K | Buy |
2,484
+5
| +0.2% | +$1.27K | 0.08% | 113 |
|
|
2021
Q2 | $634K | Sell |
2,479
-66
| -3% | -$16.9K | 0.08% | 108 |
|
|
2021
Q1 | $604K | Buy |
2,545
+2,185
| +607% | +$519K | 0.08% | 105 |
|
|
2020
Q4 | $81K | Sell |
360
-32
| -8% | -$7.2K | 0.01% | 242 |
|
|
2020
Q3 | $77K | Buy |
392
+2
| +0.5% | +$393 | 0.01% | 225 |
|
|
2020
Q2 | $70K | Buy |
390
+28
| +8% | +$5.03K | 0.01% | 216 |
|
|
2020
Q1 | $54K | Buy |
+362
| New | +$54K | 0.01% | 246 |
|