Legacy Capital Group California’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
987
| – | – | 0.1% | 243 |
|
|
2025
Q1 | $314K | Hold |
987
| – | – | 0.11% | 219 |
|
|
2024
Q4 | $330K | Hold |
987
| – | – | 0.1% | 233 |
|
|
2024
Q3 | $322K | Hold |
987
| – | – | 0.11% | 215 |
|
|
2024
Q2 | $305K | Hold |
987
| – | – | 0.11% | 218 |
|
|
2024
Q1 | $296K | Hold |
987
| – | – | 0.11% | 225 |
|
|
2023
Q4 | $270K | Hold |
987
| – | – | 0.1% | 234 |
|
|
2023
Q3 | $242K | Hold |
987
| – | – | 0.1% | 233 |
|
|
2023
Q2 | $251K | Hold |
987
| – | – | 0.1% | 223 |
|
|
2023
Q1 | $232K | Buy |
+987
| New | +$232K | 0.11% | 218 |
|