JMG Financial Group’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 | $3.13M | Sell |
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|
2025
Q2 | $2.93M | Sell |
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|
2025
Q1 | $3.27M | Hold |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $3.47M | Sell |
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|
2024
Q2 | $3.37M | Hold |
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|
2024
Q1 | $3.28M | Sell |
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|
2023
Q4 | $3.11M | Buy |
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|
2023
Q3 | $2.74M | Hold |
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|
2023
Q2 | $2.85M | Hold |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.5M | Sell |
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|
2022
Q3 | $2.61M | Hold |
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|
2022
Q2 | $2.74M | Buy |
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|
2022
Q1 | $3.19M | Sell |
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|
2021
Q4 | $3.43M | Sell |
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|
2021
Q3 | $3.27M | Sell |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $3.18M | Sell |
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|
2020
Q4 | $3.04M | Sell |
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|
2020
Q3 | $2.81M | Sell |
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|
2020
Q2 | $2.81M | Sell |
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|
2020
Q1 | $2.42M | Sell |
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|
2019
Q4 | $3.92M | Sell |
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|
2019
Q3 | $4.33M | Sell |
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|
2019
Q2 | $4.31M | Sell |
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|
2019
Q1 | $4.28M | Sell |
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|
2018
Q4 | $3.88M | Buy |
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|
2018
Q3 | $2.98M | Sell |
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|
2018
Q2 | $2.8M | Buy |
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|
2018
Q1 | $954K | Sell |
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|
2017
Q4 | $983K | Sell |
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|
2017
Q3 | $965K | Sell |
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|
2017
Q2 | $977K | Hold |
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|
2017
Q1 | $949K | Buy |
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|
2016
Q4 | $841K | Buy |
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|
2016
Q3 | $801K | Buy |
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|
2016
Q2 | $773K | Sell |
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|
2016
Q1 | $759K | Buy |
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|
2015
Q4 | $731K | Hold |
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|
2015
Q3 | $692K | Buy |
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|
2015
Q2 | $748K | Hold |
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|
2015
Q1 | $748K | Sell |
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|
2014
Q4 | $739K | Buy |
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|
2014
Q3 | $644K | Hold |
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|
2014
Q2 | $650K | Buy |
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|
2014
Q1 | $599K | Sell |
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|
2013
Q4 | $602K | Buy |
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|
2013
Q3 | $541K | Buy |
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|
2013
Q2 | $496K | Buy |
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