IIM
Ironwood Investment 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 | $3.5M | Buy |
9,982
+189
| +2% | +$66.3K | 1.7% | 10 |
|
|
2025
Q1 | $3.11M | Sell |
9,793
-15
| -0.2% | -$4.77K | 1.7% | 7 |
|
|
2024
Q4 | $3.28M | Buy |
9,808
+6
| +0.1% | +$2.01K | 1.63% | 10 |
|
|
2024
Q3 | $3.2M | Buy |
9,802
+761
| +8% | +$249K | 1.56% | 10 |
|
|
2024
Q2 | $2.79M | Buy |
9,041
+278
| +3% | +$85.8K | 1.49% | 13 |
|
|
2024
Q1 | $2.63M | Sell |
8,763
-363
| -4% | -$109K | 1.28% | 19 |
|
|
2023
Q4 | $2.5M | Buy |
9,126
+660
| +8% | +$181K | 1.31% | 20 |
|
|
2023
Q3 | $2.07M | Buy |
8,466
+272
| +3% | +$66.7K | 1.27% | 19 |
|
|
2023
Q2 | $2.09M | Buy |
8,194
+129
| +2% | +$32.8K | 1.2% | 21 |
|
|
2023
Q1 | $1.9M | Buy |
8,065
+28
| +0.3% | +$6.59K | 1.19% | 22 |
|
|
2022
Q4 | $1.77M | Buy |
8,037
+363
| +5% | +$80.1K | 1.17% | 23 |
|
|
2022
Q3 | $1.59M | Buy |
7,674
+28
| +0.4% | +$5.8K | 1.11% | 26 |
|
|
2022
Q2 | $1.66M | Buy |
7,646
+108
| +1% | +$23.5K | 1.11% | 23 |
|
|
2022
Q1 | $1.98M | Buy |
7,538
+1,055
| +16% | +$277K | 1.08% | 21 |
|
|
2021
Q4 | $1.8M | Sell |
6,483
-121
| -2% | -$33.6K | 0.89% | 33 |
|
|
2021
Q3 | $1.68M | Sell |
6,604
-171
| -3% | -$43.6K | 0.87% | 30 |
|
|
2021
Q2 | $1.73M | Buy |
6,775
+5
| +0.1% | +$1.28K | 0.88% | 29 |
|
|
2021
Q1 | $1.61M | Buy |
6,770
+38
| +0.6% | +$9.01K | 0.85% | 28 |
|
|
2020
Q4 | $1.51M | Sell |
6,732
-25
| -0.4% | -$5.59K | 0.88% | 30 |
|
|
2020
Q3 | $1.32M | Sell |
6,757
-300
| -4% | -$58.7K | 0.95% | 29 |
|
|
2020
Q2 | $1.27M | Sell |
7,057
-1,855
| -21% | -$334K | 0.99% | 28 |
|
|
2020
Q1 | $1.32M | Buy |
+8,912
| New | +$1.32M | 1.32% | 14 |
|