Mason & Associates (California)’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
Q2 | $894K | Hold |
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|
2025
Q1 | $809K | Sell |
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|
2024
Q4 | $875K | Hold |
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|
2024
Q3 | $855K | Hold |
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|
2024
Q2 | $808K | Sell |
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|
2024
Q1 | $794K | Buy |
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|
2023
Q4 | $724K | Buy |
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|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $964K | Sell |
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|
2022
Q4 | $905K | Sell |
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|
2022
Q3 | $850K | Sell |
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|
2022
Q2 | $894K | Buy |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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