LPL Financial’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
Q2 | $176M | Sell |
|
|||||
|
2025
Q1 | $159M | Buy |
|
|||||
|
2024
Q4 | $166M | Buy |
|
|||||
|
2024
Q3 | $153M | Buy |
|
|||||
|
2024
Q2 | $141M | Buy |
|
|||||
|
2024
Q1 | $132M | Sell |
|
|||||
|
2023
Q4 | $121M | Buy |
|
|||||
|
2023
Q3 | $107M | Sell |
|
|||||
|
2023
Q2 | $111M | Buy |
|
|||||
|
2023
Q1 | $101M | Sell |
|
|||||
|
2022
Q4 | $100M | Buy |
|
|||||
|
2022
Q3 | $89.9M | Buy |
|
|||||
|
2022
Q2 | $94.2M | Sell |
|
|||||
|
2022
Q1 | $115M | Sell |
|
|||||
|
2021
Q4 | $142M | Buy |
|
|||||
|
2021
Q3 | $126M | Buy |
|
|||||
|
2021
Q2 | $118M | Buy |
|
|||||
|
2021
Q1 | $108M | Buy |
|
|||||
|
2020
Q4 | $84.8M | Buy |
|
|||||
|
2020
Q3 | $73.2M | Sell |
|
|||||
|
2020
Q2 | $67.5M | Sell |
|
|||||
|
2020
Q1 | $56.3M | Buy |
|
|||||
|
2019
Q4 | $70.7M | Sell |
|
|||||
|
2019
Q3 | $65.9M | Buy |
|
|||||
|
2019
Q2 | $64.1M | Buy |
|
|||||
|
2019
Q1 | $61.8M | Sell |
|
|||||
|
2018
Q4 | $55.8M | Buy |
|
|||||
|
2018
Q3 | $64M | Buy |
|
|||||
|
2018
Q2 | $59.5M | Buy |
|
|||||
|
2018
Q1 | $56.1M | Sell |
|
|||||
|
2017
Q4 | $60.6M | Buy |
|
|||||
|
2017
Q3 | $56.9M | Sell |
|
|||||
|
2017
Q2 | $55.7M | Sell |
|
|||||
|
2017
Q1 | $54.5M | Sell |
|
|||||
|
2016
Q4 | $57.8M | Buy |
|
|||||
|
2016
Q3 | $53.5M | Buy |
|
|||||
|
2016
Q2 | $51.7M | Sell |
|
|||||
|
2016
Q1 | $102M | Buy |
|
|||||
|
2015
Q4 | $75.4M | Buy |
|
|||||
|
2015
Q3 | $36.4M | Sell |
|
|||||
|
2015
Q2 | $38.6M | Sell |
|
|||||
|
2015
Q1 | $41.3M | Sell |
|
|||||
|
2014
Q4 | $43.3M | Buy |
|
|||||
|
2014
Q3 | $33.3M | Sell |
|
|||||
|
2014
Q2 | $34.3M | Sell |
|
|||||
|
2014
Q1 | $33M | Buy |
|
|||||
|
2013
Q4 | $32M | Buy |
|
|||||
|
2013
Q3 | $21.7M | Sell |
|
|||||
|
2013
Q2 | $20.6M | Buy |
|