Lyell Wealth Management’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 | $404K | Hold |
1,150
| – | – | 0.03% | 161 |
|
|
2025
Q1 | $365K | Hold |
1,150
| – | – | 0.03% | 161 |
|
|
2024
Q4 | $384K | Hold |
1,150
| – | – | 0.03% | 153 |
|
|
2024
Q3 | $376K | Hold |
1,150
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $355K | Sell |
1,150
-220
| -16% | -$67.9K | 0.03% | 154 |
|
|
2024
Q1 | $411K | Buy |
+1,370
| New | +$411K | 0.04% | 148 |
|