IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $473K | Buy |
1,276
+220
| +21% | +$85.1K | 0.01% | 989 |
|
|
2025
Q4 | $409K | Hold |
1,056
| – | – | 0.01% | 1017 |
|
|
2025
Q3 | $400K | Sell |
1,056
-13
| -1% | -$4.74K | 0.01% | 948 |
|
|
2025
Q2 | $375K | Buy |
1,069
+12
| +1% | +$3.9K | 0.01% | 955 |
|
|
2025
Q1 | $336K | Buy |
1,057
+29
| +3% | +$9.72K | 0.01% | 937 |
|
|
2024
Q4 | $344K | Buy |
1,028
+100
| +11% | +$33.7K | 0.01% | 891 |
|
|
2024
Q3 | $303K | Sell |
928
-18
| -2% | -$5.67K | 0.01% | 890 |
|
|
2024
Q2 | $292K | Sell |
946
-12
| -1% | -$3.58K | 0.01% | 849 |
|
|
2024
Q1 | $288K | Hold |
958
| – | – | 0.01% | 823 |
|
|
2023
Q4 | $262K | Hold |
958
| – | – | 0.01% | 836 |
|
|
2023
Q3 | $235K | Hold |
958
| – | – | 0.01% | 895 |
|
|
2023
Q2 | $244K | Sell |
958
-535
| -36% | -$129K | 0.01% | 923 |
|
|
2023
Q1 | $243K | Sell |
1,493
-15,591
| -91% | -$3.6M | 0.01% | 869 |
|
|
2022
Q4 | $2.78M | Buy |
17,084
+9,769
| +134% | +$2.17M | 0.07% | 284 |
|
|
2022
Q3 | $1.2M | Buy |
7,315
+5,342
| +271% | +$1.23M | 0.03% | 581 |
|
|
2022
Q2 | $321K | Hold |
1,973
| – | – | 0.01% | 1040 |
|
|
2022
Q1 | $321K | Buy |
1,973
+461
| +30% | +$119K | 0.01% | 1040 |
|
|
2021
Q4 | $419K | Buy |
1,512
+2
| +0.1% | +$542 | 0.01% | 657 |
|
|
2021
Q3 | $384K | Buy |
1,510
+30
| +2% | +$7.85K | 0.01% | 682 |
|
|
2021
Q2 | $379K | Buy |
1,480
+2
| +0.1% | +$499 | 0.01% | 638 |
|
|
2021
Q1 | $351K | Sell |
1,478
-4
| -0.3% | -$929 | 0.01% | 626 |
|
|
2020
Q4 | $332K | Sell |
1,482
-15
| -1% | -$3.15K | 0.01% | 627 |
|
|
2020
Q3 | $293K | Sell |
1,497
-70
| -4% | -$13.5K | 0.02% | 580 |
|
|
2020
Q2 | $278K | Sell |
1,567
-22
| -1% | -$3.73K | 0.02% | 560 |
|
|
2020
Q1 | $240K | Sell |
1,589
-688
| -30% | -$122K | 0.02% | 520 |
|
|
2019
Q4 | $431K | Sell |
2,277
-150
| -6% | -$27K | 0.03% | 458 |
|
|
2019
Q3 | $421K | Buy |
+2,427
| New | +$421K | 0.03% | 533 |
|
|
2019
Q1 | $88K | Sell |
520
-1,568
| -75% | -$252K | 0.01% | 735 |
|
|
2018
Q4 | $304K | Sell |
2,088
-609
| -23% | -$96.8K | 0.02% | 707 |
|
|
2018
Q3 | $465K | Sell |
2,697
-574
| -18% | -$97.2K | 0.02% | 696 |
|
|
2018
Q2 | $531K | Buy |
3,271
+783
| +31% | +$126K | 0.02% | 637 |
|
|
2018
Q1 | $394K | Hold |
2,488
| – | – | 0.02% | 713 |
|
|
2017
Q4 | $394K | Sell |
2,488
-325
| -12% | -$50.1K | 0.02% | 712 |
|
|
2017
Q3 | $420K | Buy |
2,813
+93
| +3% | +$13.6K | 0.02% | 764 |
|
|
2017
Q2 | $392K | Buy |
2,720
+135
| +5% | +$19.2K | 0.02% | 785 |
|
|
2017
Q1 | $362K | Sell |
2,585
-172
| -6% | -$23.7K | 0.02% | 824 |
|
|
2016
Q4 | $367K | Buy |
2,757
+278
| +11% | +$36K | 0.02% | 765 |
|
|
2016
Q3 | $318K | Sell |
2,479
-316
| -11% | -$40.4K | 0.02% | 786 |
|
|
2016
Q2 | $347K | Buy |
2,795
+2,275
| +438% | +$278K | 0.02% | 704 |
|
|
2016
Q1 | $88K | Sell |
520
-694
| -57% | -$79.4K | 0.01% | 735 |
|
|
2015
Q4 | $146K | Buy |
+1,214
| New | +$148K | 0.01% | 991 |
|
Other funds holding IWV
SCM
AFI
PWA
UMC
