IDA
Intelligence Driven Advisers’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
13,366
-1,024
| -7% | -$359K | 0.71% | 19 |
|
|
2025
Q1 | $4.57M | Sell |
14,390
-510
| -3% | -$162K | 0.88% | 17 |
|
|
2024
Q4 | $4.98M | Sell |
14,900
-10,293
| -41% | -$3.44M | 0.94% | 16 |
|
|
2024
Q3 | $8.23M | Sell |
25,193
-1,617
| -6% | -$528K | 1.18% | 15 |
|
|
2024
Q2 | $8.28M | Sell |
26,810
-1,649
| -6% | -$509K | 1.17% | 15 |
|
|
2024
Q1 | $8.54M | Sell |
28,459
-6,763
| -19% | -$2.03M | 1.26% | 16 |
|
|
2023
Q4 | $9.74M | Sell |
35,222
-5,029
| -12% | -$1.39M | 1.57% | 15 |
|
|
2023
Q3 | $9.78M | Sell |
40,251
-3,212
| -7% | -$780K | 1.74% | 16 |
|
|
2023
Q2 | $11M | Sell |
43,463
-9,805
| -18% | -$2.47M | 1.92% | 17 |
|
|
2023
Q1 | $12.4M | Buy |
53,268
+900
| +2% | +$210K | 2.24% | 14 |
|
|
2022
Q4 | $11.7M | Buy |
52,368
+1,448
| +3% | +$324K | 2.15% | 14 |
|
|
2022
Q3 | $11M | Buy |
50,920
+6,933
| +16% | +$1.5M | 2.22% | 15 |
|
|
2022
Q2 | $9.74M | Buy |
43,987
+9,429
| +27% | +$2.09M | 1.91% | 20 |
|
|
2022
Q1 | $8.97M | Buy |
34,558
+4,706
| +16% | +$1.22M | 1.64% | 22 |
|
|
2021
Q4 | $7.53M | Sell |
29,852
-497
| -2% | -$125K | 1.38% | 23 |
|
|
2021
Q3 | $7.8M | Sell |
30,349
-698
| -2% | -$179K | 1.75% | 18 |
|
|
2021
Q2 | $7.95M | Buy |
31,047
+7,622
| +33% | +$1.95M | 1.54% | 20 |
|
|
2021
Q1 | $5.56M | Sell |
23,425
-735
| -3% | -$174K | 1.25% | 22 |
|
|
2020
Q4 | $5.4M | Buy |
+24,160
| New | +$5.4M | 1.21% | 22 |
|
|
2020
Q3 | – | Sell |
-2,465
| Closed | -$444K | – | 94 |
|
|
2020
Q2 | $444K | Hold |
2,465
| – | – | 0.16% | 61 |
|
|
2020
Q1 | $366K | Buy |
+2,465
| New | +$366K | 0.17% | 62 |
|
|
2019
Q1 | – | Sell |
-2,338
| Closed | -$343K | – | 100 |
|
|
2018
Q4 | $343K | Buy |
+2,338
| New | +$343K | 0.22% | 68 |
|