Little House 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 | – | Sell |
-615
| Closed | -$206K | – | 143 |
|
|
2024
Q4 | $206K | Hold |
615
| – | – | 0.06% | 109 |
|
|
2024
Q3 | $201K | Buy |
+615
| New | +$201K | 0.06% | 109 |
|
|
2024
Q1 | – | Sell |
-929
| Closed | -$254K | – | 134 |
|
|
2023
Q4 | $254K | Buy |
929
+20
| +2% | +$5.48K | 0.09% | 110 |
|
|
2023
Q3 | $223K | Buy |
909
+3
| +0.3% | +$735 | 0.09% | 111 |
|
|
2023
Q2 | $231K | Buy |
+906
| New | +$231K | 0.1% | 103 |
|
|
2023
Q1 | – | Sell |
-1,847
| Closed | -$408K | – | 120 |
|
|
2022
Q4 | $408K | Sell |
1,847
-14,731
| -89% | -$3.25M | 0.2% | 88 |
|
|
2022
Q3 | $3.43M | Buy |
16,578
+4,620
| +39% | +$956K | 1.83% | 14 |
|
|
2022
Q2 | $2.6M | Buy |
11,958
+10,919
| +1,051% | +$2.37M | 1.4% | 22 |
|
|
2022
Q1 | $273K | Buy |
1,039
+109
| +12% | +$28.6K | 0.14% | 124 |
|
|
2021
Q4 | $258K | Hold |
930
| – | – | 0.14% | 129 |
|
|
2021
Q3 | $237K | Sell |
930
-123
| -12% | -$31.3K | 0.14% | 130 |
|
|
2021
Q2 | $269K | Buy |
+1,053
| New | +$269K | 0.15% | 124 |
|
|
2021
Q1 | – | Sell |
-1,728
| Closed | -$386K | – | 129 |
|
|
2020
Q4 | $386K | Sell |
1,728
-11,287
| -87% | -$2.52M | 0.28% | 76 |
|
|
2020
Q3 | $2.55M | Sell |
13,015
-111
| -0.8% | -$21.7K | 2.12% | 8 |
|
|
2020
Q2 | $2.36M | Sell |
13,126
-1,428
| -10% | -$257K | 2.18% | 9 |
|
|
2020
Q1 | $2.16M | Buy |
+14,554
| New | +$2.16M | 2.35% | 11 |
|