MAI Capital Management’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
Q3 | $2.97M | Buy |
|
|||||
|
2025
Q2 | $2.7M | Buy |
|
|||||
|
2025
Q1 | $1.84M | Buy |
|
|||||
|
2024
Q4 | $1.94M | Hold |
|
|||||
|
2024
Q3 | $1.9M | Sell |
|
|||||
|
2024
Q2 | $1.81M | Buy |
|
|||||
|
2024
Q1 | $1.76M | Buy |
|
|||||
|
2023
Q4 | $1.22M | Sell |
|
|||||
|
2023
Q3 | $1.12M | Buy |
|
|||||
|
2023
Q2 | $1.16M | Buy |
|
|||||
|
2023
Q1 | $960K | Buy |
|
|||||
|
2022
Q4 | $894K | Buy |
|
|||||
|
2022
Q3 | $794K | Buy |
|
|||||
|
2022
Q2 | $816K | Buy |
|
|||||
|
2022
Q1 | $822K | Buy |
|
|||||
|
2021
Q4 | $644K | Buy |
|