Janney Montgomery Scott’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 | $2.29M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $954K | Sell |
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|
2023
Q1 | $985K | Sell |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $979K | Buy |
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|
2022
Q2 | $798K | Buy |
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|
2022
Q1 | $949K | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $922K | Hold |
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|
2021
Q2 | $925K | Buy |
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|
2021
Q1 | $761K | Sell |
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|
2020
Q4 | $732K | Sell |
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|
2020
Q3 | $651K | Sell |
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|
2020
Q2 | $636K | Sell |
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|
2020
Q1 | $637K | Buy |
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|
2019
Q4 | $715K | Buy |
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|
2019
Q3 | $628K | Hold |
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|
2019
Q2 | $623K | Buy |
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|
2019
Q1 | $569K | Sell |
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|
2018
Q4 | $1.28M | Buy |
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|
2018
Q3 | $496K | Sell |
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|
2018
Q2 | $510K | Buy |
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|
2018
Q1 | $442K | Sell |
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|
2017
Q4 | $478K | Buy |
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|
2017
Q3 | $438K | Sell |
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|
2017
Q2 | $449K | Hold |
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|
2017
Q1 | $436K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $262K | Buy |
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|
2014
Q1 | $238K | Buy |
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|
2013
Q4 | $215K | Buy |
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