Kovack Advisors’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 | $921K | Buy |
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|
2025
Q1 | $833K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $984K | Sell |
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|
2023
Q3 | $907K | Sell |
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|
2023
Q2 | $954K | Sell |
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|
2023
Q1 | $918K | Buy |
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|
2022
Q4 | $764K | Buy |
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|
2022
Q3 | $676K | Sell |
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|
2022
Q2 | $737K | Buy |
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|
2022
Q1 | $889K | Buy |
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|
2021
Q4 | $892K | Sell |
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|
2021
Q3 | $856K | Sell |
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|
2021
Q2 | $894K | Buy |
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|
2021
Q1 | $819K | Buy |
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|
2020
Q4 | $748K | Buy |
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|
2020
Q3 | $642K | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.77M | Sell |
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|
2019
Q4 | $2.67M | Sell |
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|
2019
Q3 | $2.47M | Buy |
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|
2019
Q2 | $2.44M | Sell |
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|
2019
Q1 | $2.39M | Buy |
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|
2018
Q4 | $464K | Buy |
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|
2018
Q3 | $539K | Sell |
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|
2018
Q2 | $637K | Sell |
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|
2018
Q1 | $710K | Buy |
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|
2017
Q4 | $657K | Buy |
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|
2017
Q3 | $516K | Buy |
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|
2017
Q2 | $398K | Buy |
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|
2017
Q1 | $338K | Buy |
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|
2016
Q4 | $320K | Hold |
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|
2016
Q3 | $308K | Buy |
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|
2016
Q2 | $294K | Buy |
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|
2016
Q1 | $284K | Sell |
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|
2015
Q4 | $285K | Buy |
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