Integrated Advisors Network’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 | $2.92M | Sell |
8,317
-650
| -7% | -$228K | 0.13% | 187 |
|
|
2025
Q1 | $2.85M | Sell |
8,967
-164
| -2% | -$52.1K | 0.14% | 161 |
|
|
2024
Q4 | $3.05M | Hold |
9,131
| – | – | 0.15% | 159 |
|
|
2024
Q3 | $2.98M | Sell |
9,131
-300
| -3% | -$98K | 0.14% | 172 |
|
|
2024
Q2 | $2.91M | Sell |
9,431
-100
| -1% | -$30.9K | 0.15% | 168 |
|
|
2024
Q1 | $2.86M | Sell |
9,531
-100
| -1% | -$30K | 0.15% | 178 |
|
|
2023
Q4 | $2.64M | Hold |
9,631
| – | – | 0.15% | 177 |
|
|
2023
Q3 | $2.36M | Hold |
9,631
| – | – | 0.14% | 175 |
|
|
2023
Q2 | $2.45M | Hold |
9,631
| – | – | 0.14% | 178 |
|
|
2023
Q1 | $2.27M | Hold |
9,631
| – | – | 0.14% | 175 |
|
|
2022
Q4 | $2.13M | Hold |
9,631
| – | – | 0.14% | 180 |
|
|
2022
Q3 | $1.99M | Hold |
9,631
| – | – | 0.14% | 171 |
|
|
2022
Q2 | $2.09M | Hold |
9,631
| – | – | 0.14% | 177 |
|
|
2022
Q1 | $2.53M | Hold |
9,631
| – | – | 0.15% | 171 |
|
|
2021
Q4 | $2.67M | Hold |
9,631
| – | – | 0.16% | 155 |
|
|
2021
Q3 | $2.45M | Hold |
9,631
| – | – | 0.16% | 152 |
|
|
2021
Q2 | $2.47M | Buy |
9,631
+902
| +10% | +$231K | 0.18% | 143 |
|
|
2021
Q1 | $2.07M | Hold |
8,729
| – | – | 0.19% | 139 |
|
|
2020
Q4 | $1.95M | Hold |
8,729
| – | – | 0.21% | 132 |
|
|
2020
Q3 | $1.71M | Buy |
8,729
+6
| +0.1% | +$1.17K | 0.22% | 124 |
|
|
2020
Q2 | $1.57M | Hold |
8,723
| – | – | 0.18% | 146 |
|
|
2020
Q1 | $1.29M | Sell |
8,723
-200
| -2% | -$29.7K | 0.25% | 115 |
|
|
2019
Q4 | $1.68M | Buy |
+8,923
| New | +$1.68M | 0.23% | 144 |
|