Martin Capital Advisors’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 | $773K | Sell |
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|
2025
Q2 | $793K | Hold |
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|
2025
Q1 | $718K | Hold |
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|
2024
Q4 | $755K | Sell |
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|
2024
Q3 | $774K | Hold |
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|
2024
Q2 | $732K | Sell |
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|
2024
Q1 | $741K | Sell |
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|
2023
Q4 | $695K | Sell |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $730K | Hold |
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|
2023
Q1 | $676K | Hold |
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|
2022
Q4 | $633K | Sell |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $653K | Hold |
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|
2022
Q1 | $788K | Sell |
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|
2021
Q4 | $862K | Buy |
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