Lutz Financial Services’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
Q2 | $4.65M | Hold |
13,245
| – | – | 0.36% | 44 |
|
|
2025
Q1 | $4.21M | Sell |
13,245
-905
| -6% | -$287K | 0.34% | 48 |
|
|
2024
Q4 | $4.73M | Hold |
14,150
| – | – | 0.38% | 46 |
|
|
2024
Q3 | $4.62M | Hold |
14,150
| – | – | 0.38% | 47 |
|
|
2024
Q2 | $4.37M | Sell |
14,150
-1,103
| -7% | -$340K | 0.38% | 45 |
|
|
2024
Q1 | $4.58M | Hold |
15,253
| – | – | 0.4% | 45 |
|
|
2023
Q4 | $4.18M | Hold |
15,253
| – | – | 0.39% | 46 |
|
|
2023
Q3 | $3.74M | Hold |
15,253
| – | – | 0.41% | 45 |
|
|
2023
Q2 | $3.88M | Hold |
15,253
| – | – | 0.42% | 44 |
|
|
2023
Q1 | $3.59M | Hold |
15,253
| – | – | 0.41% | 45 |
|
|
2022
Q4 | $3.37M | Hold |
15,253
| – | – | 0.41% | 44 |
|
|
2022
Q3 | $3.16M | Hold |
15,253
| – | – | 0.43% | 42 |
|
|
2022
Q2 | $3.32M | Hold |
15,253
| – | – | 0.44% | 41 |
|
|
2022
Q1 | $4M | Sell |
15,253
-579
| -4% | -$152K | 0.49% | 35 |
|
|
2021
Q4 | $4.39M | Hold |
15,832
| – | – | 0.54% | 35 |
|
|
2021
Q3 | $4.04M | Hold |
15,832
| – | – | 0.52% | 36 |
|
|
2021
Q2 | $4.05M | Hold |
15,832
| – | – | 0.54% | 36 |
|
|
2021
Q1 | $3.76M | Hold |
15,832
| – | – | 0.56% | 34 |
|
|
2020
Q4 | $3.54M | Sell |
15,832
-2,445
| -13% | -$547K | 0.58% | 34 |
|
|
2020
Q3 | $3.58M | Hold |
18,277
| – | – | 0.69% | 33 |
|
|
2020
Q2 | $3.29M | Sell |
18,277
-3,117
| -15% | -$561K | 0.67% | 32 |
|
|
2020
Q1 | $3.17M | Hold |
21,394
| – | – | 0.71% | 34 |
|
|
2019
Q4 | $4.03M | Hold |
21,394
| – | – | 0.72% | 28 |
|
|
2019
Q3 | $3.72M | Hold |
21,394
| – | – | 0.71% | 29 |
|
|
2019
Q2 | $3.69M | Hold |
21,394
| – | – | 0.72% | 30 |
|
|
2019
Q1 | $3.57M | Sell |
21,394
-18,033
| -46% | -$3.01M | 0.73% | 26 |
|
|
2018
Q4 | $5.79M | Buy |
39,427
+33,703
| +589% | +$4.95M | 1.29% | 22 |
|
|
2018
Q3 | $986K | Buy |
+5,724
| New | +$986K | 0.22% | 32 |
|