Legacy 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
Q4 | $272K | Hold |
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|
2025
Q3 | $266K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $223K | Hold |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $229K | Buy |
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|
2024
Q2 | $216K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $58K | Buy |
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|
2019
Q1 | $56K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $58K | Hold |
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|
2018
Q2 | $54K | Hold |
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|
2018
Q1 | $52K | Buy |
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|
2017
Q4 | $16K | Buy |
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