Jacobs & Co’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 | $372K | Hold |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $328K | Hold |
|
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|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $269K | Buy |
|