KIA
KCM Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
+5,117
| New | +$1.8M | 0.06% | 164 |
|
|
2023
Q2 | – | Sell |
-1,219
| Closed | -$287K | – | 397 |
|
|
2023
Q1 | $287K | Buy |
+1,219
| New | +$287K | 0.01% | 350 |
|
|
2020
Q3 | – | Sell |
-1,219
| Closed | -$219K | – | 330 |
|
|
2020
Q2 | $219K | Buy |
+1,219
| New | +$219K | 0.01% | 316 |
|