IEQ Capital’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 | $52.4M | Buy |
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|
2025
Q1 | $37.8M | Buy |
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|
2024
Q4 | $28.9M | Buy |
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|
2024
Q3 | $27.3M | Sell |
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|
2024
Q2 | $26M | Sell |
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|
2024
Q1 | $25.4M | Buy |
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|
2023
Q4 | $22.8M | Sell |
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|
2023
Q3 | $20.4M | Buy |
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|
2023
Q2 | $20.6M | Buy |
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|
2023
Q1 | $18.8M | Buy |
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|
2022
Q4 | $17.4M | Sell |
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|
2022
Q3 | $16.8M | Sell |
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|
2022
Q2 | $21.5M | Sell |
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|
2022
Q1 | $26.2M | Buy |
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|
2021
Q4 | $26.4M | Buy |
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|
2021
Q3 | $23.5M | Buy |
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|
2021
Q2 | $23.4M | Sell |
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|
2021
Q1 | $22M | Buy |
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|
2020
Q4 | $20.5M | Buy |
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|
2020
Q3 | $17.9M | Sell |
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|
2020
Q2 | $19.2M | Buy |
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|
2020
Q1 | $13.1M | Buy |
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|
2019
Q4 | $5.84M | Buy |
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