Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.68M | Buy |
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|
2024
Q1 | $5.03M | Hold |
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|
2023
Q4 | $5.03M | Buy |
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|
2023
Q3 | $4.49M | Sell |
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|
2023
Q2 | $4.68M | Buy |
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|
2023
Q1 | $4.3M | Sell |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $3.49M | Buy |
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|
2022
Q2 | $3.66M | Buy |
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|
2022
Q1 | $4.41M | Sell |
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|
2021
Q4 | $4.68M | Sell |
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|
2021
Q3 | $4.31M | Sell |
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|
2021
Q2 | $4.35M | Sell |
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|
2021
Q1 | $4.04M | Sell |
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|
2020
Q4 | $3.81M | Buy |
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