IHT Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

IHT Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Buy	3,240 +2	+0.1%	+$702	0.03%	460
2025 Q1	$1.03M	Sell	3,238 -1,448	-31%	-$460K	0.03%	465
2024 Q4	$1.57M	Buy	4,686 +150	+3%	+$50.1K	0.05%	325
2024 Q3	$1.48M	Sell	4,536 -21	-0.5%	-$6.86K	0.04%	394
2024 Q2	$1.41M	Sell	4,557 -24	-0.5%	-$7.41K	0.05%	343
2024 Q1	$1.37M	Buy	4,581 +46	+1%	+$13.8K	0.06%	339
2023 Q4	$1.24M	Buy	4,535 +7	+0.2%	+$1.92K	0.06%	329
2023 Q3	$1.11M	Hold	4,528	–	–	0.06%	328
2023 Q2	$1.15M	Buy	4,528 +2	+0%	+$509	0.06%	308
2023 Q1	$1.07M	Buy	4,526 +1	+0%	+$235	0.06%	293
2022 Q4	$998K	Buy	4,525 +3	+0.1%	+$662	0.06%	295
2022 Q3	$936K	Buy	4,522 +2	+0%	+$414	0.07%	293
2022 Q2	$983K	Buy	4,520 +2	+0%	+$435	0.09%	241
2022 Q1	$1.19M	Sell	4,518 -17	-0.4%	-$4.46K	0.09%	228
2021 Q4	$1.26M	Sell	4,535 -94	-2%	-$26.1K	0.09%	214
2021 Q3	$1.18M	Sell	4,629 -53	-1%	-$13.5K	0.1%	214
2021 Q2	$1.2M	Sell	4,682 -29	-0.6%	-$7.42K	0.08%	281
2021 Q1	$1.12M	Buy	4,711 +1	+0%	+$237	0.08%	250
2020 Q4	$1.05M	Sell	4,710 -172	-4%	-$38.5K	0.09%	231
2020 Q3	$955K	Sell	4,882 -83	-2%	-$16.2K	0.1%	220
2020 Q2	$894K	Buy	4,965 +19	+0.4%	+$3.42K	0.12%	181
2020 Q1	$734K	Sell	4,946 -57	-1%	-$8.46K	0.11%	204
2019 Q4	$943K	Sell	5,003 -450	-8%	-$84.8K	0.11%	206
2019 Q3	$948K	Buy	5,453 +423	+8%	+$73.5K	0.13%	184
2019 Q2	$867K	Sell	5,030 -69	-1%	-$11.9K	0.13%	186
2019 Q1	$850K	Hold	5,099	–	–	0.14%	178
2018 Q4	$749K	Buy	5,099 +1,590	+45%	+$234K	0.14%	175
2018 Q3	$605K	Hold	3,509	–	–	0.13%	195
2018 Q2	$569K	Sell	3,509 -60	-2%	-$9.73K	0.15%	185
2018 Q1	$545K	Hold	3,569	–	–	0.15%	174
2017 Q4	$579K	Buy	3,569 +149	+4%	+$24.2K	0.15%	165
2017 Q3	$516K	Buy	3,420 +360	+12%	+$54.3K	0.22%	114
2017 Q2	$2.48K	Buy	+3,060	New	+$2.48K	1.2%	9