Independent Financial Group’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 | $1.67M | Sell |
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|
2025
Q4 | $1.87M | Sell |
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|
2025
Q3 | $1.98M | Sell |
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|
2025
Q2 | $1.9M | Sell |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $932K | Buy |
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|
2022
Q4 | $872K | Hold |
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|
2022
Q3 | $818K | Sell |
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|
2022
Q2 | $860K | Buy |
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|
2022
Q1 | $1.03M | Hold |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $837K | Buy |
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