Lindbrook Capital’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
Q1 | $4.23M | Buy |
13,308
+1,923
| +17% | +$611K | 0.39% | 39 |
|
|
2024
Q4 | $3.81M | Buy |
11,385
+379
| +3% | +$127K | 0.34% | 46 |
|
|
2024
Q3 | $3.6M | Sell |
11,006
-57
| -0.5% | -$18.6K | 0.32% | 50 |
|
|
2024
Q2 | $3.41M | Sell |
11,063
-1,235
| -10% | -$381K | 0.32% | 53 |
|
|
2024
Q1 | $3.69M | Sell |
12,298
-100
| -0.8% | -$30K | 0.35% | 54 |
|
|
2023
Q4 | $3.39M | Buy |
12,398
+2,054
| +20% | +$562K | 0.34% | 52 |
|
|
2023
Q3 | $2.53M | Buy |
10,344
+180
| +2% | +$44.1K | 0.28% | 55 |
|
|
2023
Q2 | $2.59M | Sell |
10,164
-209
| -2% | -$53.2K | 0.28% | 60 |
|
|
2023
Q1 | $2.44M | Buy |
10,373
+590
| +6% | +$139K | 0.29% | 54 |
|
|
2022
Q4 | $2.16M | Buy |
+9,783
| New | +$2.16M | 0.27% | 65 |
|