Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $349K | Hold |
1,425
| – | – | 0.07% | 123 |
|
|
2023
Q2 | $363K | Hold |
1,425
| – | – | 0.07% | 123 |
|
|
2023
Q1 | $335K | Hold |
1,425
| – | – | 0.07% | 124 |
|
|
2022
Q4 | $314K | Hold |
1,425
| – | – | 0.07% | 127 |
|
|
2022
Q3 | $295K | Hold |
1,425
| – | – | 0.07% | 131 |
|
|
2022
Q2 | $310K | Hold |
1,425
| – | – | 0.08% | 125 |
|
|
2022
Q1 | $374K | Hold |
1,425
| – | – | 0.08% | 122 |
|
|
2021
Q4 | $395K | Hold |
1,425
| – | – | 0.08% | 122 |
|
|
2021
Q3 | $363K | Hold |
1,425
| – | – | 0.08% | 124 |
|
|
2021
Q2 | $365K | Hold |
1,425
| – | – | 0.08% | 124 |
|
|
2021
Q1 | $338K | Hold |
1,425
| – | – | 0.08% | 120 |
|
|
2020
Q4 | $319K | Hold |
1,425
| – | – | 0.08% | 118 |
|
|
2020
Q3 | $279K | Hold |
1,425
| – | – | 0.08% | 116 |
|
|
2020
Q2 | $257K | Hold |
1,425
| – | – | 0.08% | 108 |
|
|
2020
Q1 | $211K | Hold |
1,425
| – | – | 0.08% | 103 |
|
|
2019
Q4 | $269K | Buy |
+1,425
| New | +$269K | 0.08% | 124 |
|