Howe & Rusling’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
Q2 | $259K | Sell |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $78.6K | Hold |
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|
2024
Q3 | $76.8K | Sell |
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|
2024
Q2 | $75.4K | Sell |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $116K | Sell |
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|
2023
Q3 | $109K | Sell |
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|
2023
Q2 | $166K | Sell |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $549K | Buy |
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|
2022
Q3 | $511K | Sell |
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|
2022
Q2 | $555K | Buy |
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|
2022
Q1 | $639K | Buy |
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|
2021
Q4 | $663K | Sell |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $634K | Sell |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $81K | Sell |
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|
2020
Q3 | $77K | Buy |
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|
2020
Q2 | $70K | Buy |
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|
2020
Q1 | $54K | Buy |
|