MGWM
Marks Group Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-835
| Closed | -$279K | – | 307 |
|
|
2024
Q4 | $279K | Hold |
835
| – | – | 0.03% | 263 |
|
|
2024
Q3 | $273K | Sell |
835
-35
| -4% | -$11.4K | 0.03% | 265 |
|
|
2024
Q2 | $269K | Hold |
870
| – | – | 0.03% | 267 |
|
|
2024
Q1 | $261K | Sell |
870
-290
| -25% | -$87K | 0.03% | 275 |
|
|
2023
Q4 | $318K | Buy |
+1,160
| New | +$318K | 0.04% | 252 |
|