Mather Group’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 | $387K | Hold |
1,103
| – | – | ﹤0.01% | 438 |
|
|
2025
Q1 | $350K | Hold |
1,103
| – | – | ﹤0.01% | 455 |
|
|
2024
Q4 | $369K | Sell |
1,103
-99
| -8% | -$33.1K | ﹤0.01% | 421 |
|
|
2024
Q3 | $393K | Sell |
1,202
-201
| -14% | -$65.7K | 0.01% | 414 |
|
|
2024
Q2 | $421K | Buy |
+1,403
| New | +$421K | 0.01% | 453 |
|
|
2023
Q3 | – | Sell |
-1,403
| Closed | -$357K | – | 578 |
|
|
2023
Q2 | $357K | Buy |
+1,403
| New | +$357K | 0.01% | 422 |
|