IWMA
Ironwood Wealth Management (Arizona)’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
1,925
-1,120
| -37% | -$393K | 0.25% | 25 |
|
|
2025
Q1 | $967K | Hold |
3,045
| – | – | 0.3% | 24 |
|
|
2024
Q4 | $1.02M | Sell |
3,045
-541
| -15% | -$181K | 0.32% | 23 |
|
|
2024
Q3 | $1.17M | Hold |
3,586
| – | – | 0.35% | 23 |
|
|
2024
Q2 | $1.11M | Sell |
3,586
-249
| -6% | -$76.9K | 0.36% | 23 |
|
|
2024
Q1 | $1.15M | Sell |
3,835
-6
| -0.2% | -$1.8K | 0.37% | 24 |
|
|
2023
Q4 | $1.05M | Sell |
3,841
-418
| -10% | -$114K | 0.35% | 25 |
|
|
2023
Q3 | $1.04M | Sell |
4,259
-505
| -11% | -$124K | 0.43% | 28 |
|
|
2023
Q2 | $1.21M | Sell |
4,764
-176
| -4% | -$44.8K | 0.45% | 26 |
|
|
2023
Q1 | $1.16M | Sell |
4,940
-19
| -0.4% | -$4.47K | 0.46% | 25 |
|
|
2022
Q4 | $1.09M | Buy |
4,959
+1,649
| +50% | +$364K | 0.46% | 26 |
|
|
2022
Q3 | $720K | Hold |
3,310
| – | – | 0.32% | 23 |
|
|
2022
Q2 | $720K | Sell |
3,310
-18
| -0.5% | -$3.92K | 0.32% | 23 |
|
|
2022
Q1 | $873K | Sell |
3,328
-552
| -14% | -$145K | 0.36% | 25 |
|
|
2021
Q4 | $1.08M | Hold |
3,880
| – | – | 0.47% | 20 |
|
|
2021
Q3 | $989K | Sell |
3,880
-266
| -6% | -$67.8K | 0.47% | 20 |
|
|
2021
Q2 | $1.06M | Sell |
4,146
-771
| -16% | -$197K | 0.61% | 20 |
|
|
2021
Q1 | $1.17M | Sell |
4,917
-319
| -6% | -$75.6K | 0.75% | 18 |
|
|
2020
Q4 | $1.17M | Sell |
5,236
-526
| -9% | -$118K | 0.73% | 18 |
|
|
2020
Q3 | $1.04M | Hold |
5,762
| – | – | 0.77% | 18 |
|
|
2020
Q2 | $1.04M | Sell |
5,762
-725
| -11% | -$131K | 0.77% | 18 |
|
|
2020
Q1 | $962K | Sell |
6,487
-2,495
| -28% | -$370K | 0.81% | 20 |
|
|
2019
Q4 | $1.69M | Sell |
8,982
-276
| -3% | -$52K | 1.18% | 15 |
|
|
2019
Q3 | $1.61M | Sell |
9,258
-599
| -6% | -$104K | 1.2% | 15 |
|
|
2019
Q2 | $1.7M | Sell |
9,857
-714
| -7% | -$123K | 1.3% | 15 |
|
|
2019
Q1 | $1.76M | Buy |
10,571
+781
| +8% | +$130K | 1.5% | 15 |
|
|
2018
Q4 | $1.44M | Buy |
9,790
+1,096
| +13% | +$161K | 1.39% | 16 |
|
|
2018
Q3 | $1.5M | Sell |
8,694
-388
| -4% | -$66.9K | 1.32% | 16 |
|
|
2018
Q2 | $1.47M | Buy |
+9,082
| New | +$1.47M | 1.38% | 17 |
|
|
2017
Q3 | $1.76M | Buy |
+11,777
| New | +$1.76M | 1.64% | 15 |
|