Jackson Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $1.06M | Hold |
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2025
Q2 | $983K | Hold |
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2025
Q1 | $890K | Hold |
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2024
Q4 | $936K | Hold |
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2024
Q3 | $915K | Hold |
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2024
Q2 | $865K | Hold |
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2024
Q1 | $841K | Hold |
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2023
Q4 | $767K | Hold |
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2023
Q3 | $686K | Hold |
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2023
Q2 | $713K | Hold |
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2023
Q1 | $659K | Hold |
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2022
Q4 | $618K | Hold |
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2022
Q3 | $580K | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $735K | Hold |
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2021
Q4 | $777K | Buy |
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2021
Q3 | – | Sell |
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2021
Q2 | $717K | Hold |
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2021
Q1 | $664K | Hold |
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2020
Q4 | $626K | Hold |
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2020
Q3 | $548K | Sell |
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2020
Q2 | $512K | Sell |
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2020
Q1 | $780K | Sell |
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2019
Q4 | $4.31M | Sell |
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2019
Q3 | $3.94M | Sell |
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2019
Q2 | $4.09M | Sell |
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2019
Q1 | $4.37M | Buy |
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2018
Q4 | $3.44M | Sell |
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2018
Q3 | $8.53M | Buy |
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2018
Q2 | $7.67M | Sell |
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2018
Q1 | $7.86M | Sell |
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2017
Q4 | $8.82M | Sell |
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2017
Q3 | $16.5M | Buy |
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2017
Q2 | $15.7M | Buy |
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2017
Q1 | $14M | Buy |
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2016
Q4 | $8.77M | Buy |
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2016
Q1 | – | Sell |
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2015
Q4 | $4.21M | Buy |
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2015
Q3 | $4.09M | Buy |
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2015
Q2 | $4.15M | Buy |
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2015
Q1 | $4.04M | Buy |
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2014
Q4 | $3.55M | Buy |
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