Independence Bank of Kentucky’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
5,634
-4
| -0.1% | -$1.4K | 0.28% | 81 |
|
|
2025
Q1 | $1.79M | Sell |
5,638
-195
| -3% | -$61.9K | 0.28% | 79 |
|
|
2024
Q4 | $1.95M | Hold |
5,833
| – | – | 0.3% | 75 |
|
|
2024
Q3 | $1.91M | Sell |
5,833
-255
| -4% | -$83.3K | 0.41% | 57 |
|
|
2024
Q2 | $1.88M | Sell |
6,088
-320
| -5% | -$98.8K | 0.5% | 48 |
|
|
2024
Q1 | $1.92M | Sell |
6,408
-200
| -3% | -$60K | 0.58% | 39 |
|
|
2023
Q4 | $1.81M | Hold |
6,608
| – | – | 0.64% | 38 |
|
|
2023
Q3 | $1.62M | Sell |
6,608
-20
| -0.3% | -$4.9K | 0.68% | 42 |
|
|
2023
Q2 | $1.69M | Sell |
6,628
-68
| -1% | -$17.3K | 0.68% | 42 |
|
|
2023
Q1 | $1.58M | Sell |
6,696
-28
| -0.4% | -$6.59K | 0.69% | 45 |
|
|
2022
Q4 | $1.48M | Sell |
6,724
-1,088
| -14% | -$240K | 0.67% | 47 |
|
|
2022
Q3 | $1.62M | Sell |
7,812
-15
| -0.2% | -$3.11K | 0.8% | 42 |
|
|
2022
Q2 | $1.7M | Buy |
7,827
+455
| +6% | +$98.9K | 0.76% | 45 |
|
|
2022
Q1 | $1.93M | Buy |
7,372
+150
| +2% | +$39.4K | 0.77% | 43 |
|
|
2021
Q4 | $2M | Buy |
7,222
+175
| +2% | +$48.6K | 0.82% | 38 |
|
|
2021
Q3 | $1.8M | Buy |
7,047
+27
| +0.4% | +$6.88K | 0.78% | 40 |
|
|
2021
Q2 | $1.8M | Buy |
7,020
+1,005
| +17% | +$257K | 0.8% | 40 |
|
|
2021
Q1 | $1.43M | Buy |
6,015
+120
| +2% | +$28.5K | 0.69% | 42 |
|
|
2020
Q4 | $1.32M | Buy |
5,895
+291
| +5% | +$65.1K | 0.68% | 48 |
|
|
2020
Q3 | $1.1M | Buy |
5,604
+1,456
| +35% | +$285K | 0.62% | 58 |
|
|
2020
Q2 | $747K | Sell |
4,148
-150
| -3% | -$27K | 0.48% | 65 |
|
|
2020
Q1 | $638K | Buy |
4,298
+285
| +7% | +$42.3K | 0.5% | 60 |
|
|
2019
Q4 | $756K | Hold |
4,013
| – | – | 0.49% | 59 |
|
|
2019
Q3 | $697K | Buy |
4,013
+600
| +18% | +$104K | 0.5% | 58 |
|
|
2019
Q2 | $588K | Buy |
3,413
+1,800
| +112% | +$310K | 0.46% | 62 |
|
|
2019
Q1 | $269K | Buy |
1,613
+1,475
| +1,069% | +$246K | 0.22% | 91 |
|
|
2018
Q4 | $20K | Buy |
138
+125
| +962% | +$18.1K | 0.02% | 226 |
|
|
2018
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 352 |
|
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 294 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 371 |
|
|
2017
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 315 |
|