LPL Financial’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176M | Sell |
500,570
-1,089
| -0.2% | -$382K | 0.06% | 302 |
|
|
2025
Q1 | $159M | Buy |
501,659
+6,130
| +1% | +$1.95M | 0.06% | 294 |
|
|
2024
Q4 | $166M | Buy |
495,529
+26,372
| +6% | +$8.81M | 0.07% | 259 |
|
|
2024
Q3 | $153M | Buy |
469,157
+13,814
| +3% | +$4.51M | 0.07% | 254 |
|
|
2024
Q2 | $141M | Buy |
455,343
+15,501
| +4% | +$4.78M | 0.07% | 247 |
|
|
2024
Q1 | $132M | Sell |
439,842
-3,237
| -0.7% | -$971K | 0.07% | 248 |
|
|
2023
Q4 | $121M | Buy |
443,079
+6,887
| +2% | +$1.89M | 0.07% | 238 |
|
|
2023
Q3 | $107M | Sell |
436,192
-295
| -0.1% | -$72.3K | 0.07% | 237 |
|
|
2023
Q2 | $111M | Buy |
436,487
+7,226
| +2% | +$1.84M | 0.08% | 230 |
|
|
2023
Q1 | $101M | Sell |
429,261
-23,730
| -5% | -$5.59M | 0.08% | 233 |
|
|
2022
Q4 | $100M | Buy |
452,991
+18,982
| +4% | +$4.19M | 0.09% | 213 |
|
|
2022
Q3 | $89.9M | Buy |
434,009
+767
| +0.2% | +$159K | 0.09% | 215 |
|
|
2022
Q2 | $94.2M | Sell |
433,242
-5,614
| -1% | -$1.22M | 0.09% | 212 |
|
|
2022
Q1 | $115M | Sell |
438,856
-73,398
| -14% | -$19.3M | 0.1% | 190 |
|
|
2021
Q4 | $142M | Buy |
512,254
+17,529
| +4% | +$4.86M | 0.12% | 154 |
|
|
2021
Q3 | $126M | Buy |
494,725
+34,867
| +8% | +$8.89M | 0.12% | 160 |
|
|
2021
Q2 | $118M | Buy |
459,858
+5,966
| +1% | +$1.53M | 0.12% | 167 |
|
|
2021
Q1 | $108M | Buy |
453,892
+74,340
| +20% | +$17.6M | 0.12% | 157 |
|
|
2020
Q4 | $84.8M | Buy |
379,552
+5,374
| +1% | +$1.2M | 0.11% | 179 |
|
|
2020
Q3 | $73.2M | Sell |
374,178
-695
| -0.2% | -$136K | 0.11% | 170 |
|
|
2020
Q2 | $67.5M | Sell |
374,873
-4,409
| -1% | -$794K | 0.12% | 164 |
|
|
2020
Q1 | $56.3M | Buy |
379,282
+4,059
| +1% | +$602K | 0.12% | 153 |
|
|
2019
Q4 | $70.7M | Sell |
375,223
-3,833
| -1% | -$722K | 0.13% | 148 |
|
|
2019
Q3 | $65.9M | Buy |
379,056
+6,989
| +2% | +$1.21M | 0.13% | 139 |
|
|
2019
Q2 | $64.1M | Buy |
372,067
+1,268
| +0.3% | +$219K | 0.14% | 137 |
|
|
2019
Q1 | $61.8M | Sell |
370,799
-8,962
| -2% | -$1.49M | 0.14% | 136 |
|
|
2018
Q4 | $55.8M | Buy |
379,761
+8,034
| +2% | +$1.18M | 0.15% | 126 |
|
|
2018
Q3 | $64M | Buy |
371,727
+5,284
| +1% | +$910K | 0.15% | 123 |
|
|
2018
Q2 | $59.5M | Buy |
366,443
+7,761
| +2% | +$1.26M | 0.16% | 120 |
|
|
2018
Q1 | $56.1M | Sell |
358,682
-24,462
| -6% | -$3.82M | 0.15% | 124 |
|
|
2017
Q4 | $60.6M | Buy |
383,144
+2,147
| +0.6% | +$340K | 0.18% | 103 |
|
|
2017
Q3 | $56.9M | Sell |
380,997
-5,922
| -2% | -$884K | 0.2% | 96 |
|
|
2017
Q2 | $55.7M | Sell |
386,919
-3,420
| -0.9% | -$493K | 0.21% | 96 |
|
|
2017
Q1 | $54.5M | Sell |
390,339
-40,870
| -9% | -$5.7M | 0.37% | 39 |
|
|
2016
Q4 | $57.8M | Buy |
431,209
+10,235
| +2% | +$1.37M | 0.44% | 37 |
|
|
2016
Q3 | $53.5M | Buy |
420,974
+2,169
| +0.5% | +$276K | 0.51% | 33 |
|
|
2016
Q2 | $51.7M | Sell |
418,805
-433,807
| -51% | -$53.5M | 0.44% | 38 |
|
|
2016
Q1 | $102M | Buy |
852,612
+217,356
| +34% | +$26.1M | 0.28% | 76 |
|
|
2015
Q4 | $75.4M | Buy |
635,256
+326,443
| +106% | +$38.7M | 0.21% | 100 |
|
|
2015
Q3 | $36.4M | Sell |
308,813
-3,094
| -1% | -$365K | 0.2% | 106 |
|
|
2015
Q2 | $38.6M | Sell |
311,907
-22,382
| -7% | -$2.77M | 0.2% | 107 |
|
|
2015
Q1 | $41.3M | Sell |
334,289
-20,186
| -6% | -$2.49M | 0.21% | 97 |
|
|
2014
Q4 | $43.3M | Buy |
354,475
+65,625
| +23% | +$8.03M | 0.24% | 83 |
|
|
2014
Q3 | $33.3M | Sell |
288,850
-2,719
| -0.9% | -$313K | 0.2% | 104 |
|
|
2014
Q2 | $34.3M | Sell |
291,569
-2,664
| -0.9% | -$314K | 0.2% | 106 |
|
|
2014
Q1 | $33M | Buy |
294,233
+4,604
| +2% | +$517K | 0.2% | 103 |
|
|
2013
Q4 | $32M | Buy |
289,629
+78,183
| +37% | +$8.65M | 0.2% | 101 |
|
|
2013
Q3 | $21.7M | Sell |
211,446
-1,971
| -0.9% | -$203K | 0.14% | 144 |
|
|
2013
Q2 | $20.6M | Buy |
+213,417
| New | +$20.6M | 0.15% | 125 |
|