Investmark Advisory Group’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 | $258K | Hold |
735
| – | – | 0.12% | 115 |
|
|
2025
Q1 | $233K | Hold |
735
| – | – | 0.12% | 113 |
|
|
2024
Q4 | $246K | Hold |
735
| – | – | 0.12% | 105 |
|
|
2024
Q3 | $240K | Hold |
735
| – | – | 0.12% | 107 |
|
|
2024
Q2 | $227K | Hold |
735
| – | – | 0.12% | 102 |
|
|
2024
Q1 | $221K | Hold |
735
| – | – | 0.12% | 108 |
|
|
2023
Q4 | $201K | Buy |
+735
| New | +$201K | 0.12% | 116 |
|