Kestra Advisory Services’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
Q2 | $13M | Sell |
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|
2025
Q1 | $18M | Buy |
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|
2024
Q4 | $18.8M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $10.8M | Sell |
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|
2023
Q4 | $9.9M | Buy |
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|
2023
Q3 | $5.09M | Sell |
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|
2023
Q2 | $5.82M | Sell |
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|
2023
Q1 | $5.45M | Sell |
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|
2022
Q4 | $5.41M | Sell |
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|
2022
Q3 | $5.08M | Buy |
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|
2022
Q2 | $5.1M | Sell |
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|
2022
Q1 | $6.51M | Sell |
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|
2021
Q4 | $7.12M | Sell |
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|
2021
Q3 | $6.85M | Sell |
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|
2021
Q2 | $6.89M | Buy |
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|
2021
Q1 | $6.21M | Sell |
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|
2020
Q4 | $6.25M | Sell |
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|
2020
Q3 | $5.86M | Buy |
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