Institute for Wealth Management’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
$3.55M Hold
2025
Q2
$3.29M Hold
2025
Q1
$2.97M Hold
2024
Q4
$3.13M Hold
2024
Q3
$3.06M Hold
2024
Q2
$2.89M Hold
2024
Q1
$2.81M Hold
2023
Q4
$2.56M Hold
2023
Q3
$2.29M Hold
2023
Q2
$2.38M Hold
2023
Q1
$2.2M Hold
2022
Q4
$2.07M Hold
2022
Q3
$1.94M Hold
2022
Q2
$2.04M Hold
2022
Q1
$2.46M Hold
2021
Q4
$2.6M Hold
2021
Q3
$2.39M Hold
2021
Q2
$2.4M Hold
2021
Q1
$2.22M Buy
2020
Q4
$2.06M Buy
2020
Q3
$1.59M Buy