JC
Jacobs & Co’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
982
| – | – | 0.03% | 106 |
|
|
2025
Q1 | $311K | Hold |
982
| – | – | 0.03% | 106 |
|
|
2024
Q4 | $328K | Hold |
982
| – | – | 0.03% | 106 |
|
|
2024
Q3 | $320K | Hold |
982
| – | – | 0.03% | 110 |
|
|
2024
Q2 | $303K | Hold |
982
| – | – | 0.03% | 110 |
|
|
2024
Q1 | $294K | Hold |
982
| – | – | 0.03% | 112 |
|
|
2023
Q4 | $268K | Hold |
982
| – | – | 0.03% | 114 |
|
|
2023
Q3 | $240K | Hold |
982
| – | – | 0.03% | 114 |
|
|
2023
Q2 | $249K | Hold |
982
| – | – | 0.03% | 113 |
|
|
2023
Q1 | $231K | Hold |
982
| – | – | 0.03% | 120 |
|
|
2022
Q4 | $216K | Hold |
982
| – | – | 0.03% | 122 |
|
|
2022
Q3 | $203K | Hold |
982
| – | – | 0.03% | 122 |
|
|
2022
Q2 | $213K | Sell |
982
-75
| -7% | -$16.3K | 0.03% | 118 |
|
|
2022
Q1 | $277K | Hold |
1,057
| – | – | 0.03% | 112 |
|
|
2021
Q4 | $293K | Hold |
1,057
| – | – | 0.03% | 110 |
|
|
2021
Q3 | $269K | Buy |
+1,057
| New | +$269K | 0.03% | 107 |
|