IFWM
Institute for Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Hold |
9,363
| – | – | 0.37% | 51 |
|
|
2025
Q1 | $2.97M | Hold |
9,363
| – | – | 0.38% | 52 |
|
|
2024
Q4 | $3.13M | Hold |
9,363
| – | – | 0.39% | 54 |
|
|
2024
Q3 | $3.06M | Hold |
9,363
| – | – | 0.39% | 50 |
|
|
2024
Q2 | $2.89M | Hold |
9,363
| – | – | 0.39% | 49 |
|
|
2024
Q1 | $2.81M | Hold |
9,363
| – | – | 0.36% | 50 |
|
|
2023
Q4 | $2.56M | Hold |
9,363
| – | – | 0.42% | 48 |
|
|
2023
Q3 | $2.29M | Hold |
9,363
| – | – | 0.41% | 48 |
|
|
2023
Q2 | $2.38M | Hold |
9,363
| – | – | 0.4% | 52 |
|
|
2023
Q1 | $2.2M | Hold |
9,363
| – | – | 0.42% | 51 |
|
|
2022
Q4 | $2.07M | Hold |
9,363
| – | – | 0.43% | 57 |
|
|
2022
Q3 | $1.94M | Hold |
9,363
| – | – | 0.44% | 52 |
|
|
2022
Q2 | $2.04M | Hold |
9,363
| – | – | 0.4% | 51 |
|
|
2022
Q1 | $2.46M | Hold |
9,363
| – | – | 0.4% | 54 |
|
|
2021
Q4 | $2.6M | Hold |
9,363
| – | – | 0.42% | 57 |
|
|
2021
Q3 | $2.39M | Hold |
9,363
| – | – | 0.42% | 56 |
|
|
2021
Q2 | $2.4M | Hold |
9,363
| – | – | 0.42% | 56 |
|
|
2021
Q1 | $2.22M | Buy |
9,363
+144
| +2% | +$34.2K | 0.42% | 58 |
|
|
2020
Q4 | $2.06M | Buy |
9,219
+1,096
| +13% | +$245K | 0.41% | 59 |
|
|
2020
Q3 | $1.59M | Buy |
+8,123
| New | +$1.59M | 0.36% | 64 |
|