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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $400K | Sell |
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|
2025
Q2 | $375K | Buy |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $2.78M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $293K | Sell |
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|
2020
Q2 | $278K | Sell |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $431K | Sell |
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|
2019
Q3 | $421K | Buy |
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|
2019
Q1 | $88K | Sell |
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|
2018
Q4 | $304K | Sell |
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|
2018
Q3 | $465K | Sell |
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|
2018
Q2 | $531K | Buy |
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|
2018
Q1 | $394K | Hold |
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|
2017
Q4 | $394K | Sell |
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|
2017
Q3 | $420K | Buy |
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|
2017
Q2 | $392K | Buy |
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|
2017
Q1 | $362K | Sell |
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|
2016
Q4 | $367K | Buy |
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|
2016
Q3 | $318K | Sell |
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|
2016
Q2 | $347K | Buy |
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|
2016
Q1 | $88K | Sell |
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|
2015
Q4 | $146K | Buy |
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