Legacy Capital Group California’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 | $374K | Hold |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $314K | Hold |
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|
2024
Q4 | $330K | Hold |
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|
2024
Q3 | $322K | Hold |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $232K | Buy |
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