Lowe Wealth Advisors’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 | $1.33M | Sell |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.33M | Hold |
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|
2023
Q3 | $1.19M | Hold |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.09M | Hold |
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|
2022
Q3 | $1.02M | Hold |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.4M | Hold |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.37M | Sell |
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|
2020
Q3 | $1.22M | Hold |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $1.49M | Sell |
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|
2019
Q3 | $1.54M | Sell |
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|
2019
Q2 | $1.6M | Sell |
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|
2019
Q1 | $1.59M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.83M | Sell |
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|
2018
Q2 | $1.78M | Hold |
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|
2018
Q1 | $1.71M | Sell |
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|
2017
Q4 | $1.75M | Sell |
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|
2017
Q3 | $1.69M | Sell |
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|
2017
Q2 | $1.64M | Hold |
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|
2017
Q1 | $1.59M | Sell |
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|
2016
Q4 | $1.53M | Sell |
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|
2016
Q3 | $1.57M | Sell |
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|
2016
Q2 | $1.68M | Hold |
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|
2016
Q1 | $1.63M | Sell |
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|
2015
Q4 | $5.34M | Sell |
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|
2015
Q3 | $5.22M | Sell |
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|
2015
Q2 | $5.91M | Buy |
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|
2015
Q1 | $5.69M | Buy |
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|
2014
Q4 | $5.57M | Buy |
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