Manchester Financial’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 | $1.77M | Hold |
5,051
| – | – | 0.37% | 35 |
|
|
2025
Q1 | $1.6M | Hold |
5,051
| – | – | 0.36% | 35 |
|
|
2024
Q4 | $1.69M | Hold |
5,051
| – | – | 0.37% | 32 |
|
|
2024
Q3 | $1.65M | Hold |
5,051
| – | – | 0.36% | 30 |
|
|
2024
Q2 | $1.56M | Sell |
5,051
-195
| -4% | -$60.2K | 0.38% | 31 |
|
|
2024
Q1 | $1.57M | Hold |
5,246
| – | – | 0.41% | 30 |
|
|
2023
Q4 | $1.44M | Hold |
5,246
| – | – | 0.4% | 29 |
|
|
2023
Q3 | $1.29M | Hold |
5,246
| – | – | 0.38% | 29 |
|
|
2023
Q2 | $1.34M | Hold |
5,246
| – | – | 0.38% | 28 |
|
|
2023
Q1 | $1.23M | Hold |
5,246
| – | – | 0.36% | 32 |
|
|
2022
Q4 | $1.16M | Hold |
5,246
| – | – | 0.31% | 36 |
|
|
2022
Q3 | $1.09M | Sell |
5,246
-45
| -0.9% | -$9.32K | 0.31% | 37 |
|
|
2022
Q2 | $1.15M | Buy |
+5,291
| New | +$1.15M | 0.45% | 35 |
|