JDM Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6K | Hold |
73
| – | – | 0.01% | 121 |
|
|
2025
Q1 | $23.1K | Hold |
73
| – | – | 0.01% | 120 |
|
|
2024
Q4 | $24.4K | Hold |
73
| – | – | 0.01% | 120 |
|
|
2024
Q3 | $23.8K | Hold |
73
| – | – | 0.01% | 116 |
|
|
2024
Q2 | $22.5K | Hold |
73
| – | – | 0.02% | 108 |
|
|
2024
Q1 | $21.9K | Hold |
73
| – | – | 0.02% | 101 |
|
|
2023
Q4 | $19.9K | Buy |
+73
| New | +$19.9K | 0.02% | 98 |
|