Matrix Private Capital Group’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 | $2.98M | Sell |
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|
2025
Q1 | $2.75M | Hold |
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|
2024
Q4 | $2.89M | Sell |
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|
2024
Q3 | $2.91M | Sell |
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|
2024
Q2 | $2.81M | Hold |
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|
2024
Q1 | $2.74M | Hold |
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|
2023
Q4 | $2.5M | Hold |
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|
2023
Q3 | $2.24M | Hold |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $2.21M | Buy |
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|
2022
Q4 | $892K | Hold |
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|
2022
Q3 | $836K | Hold |
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|
2022
Q2 | $878K | Hold |
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|
2022
Q1 | $1.06M | Hold |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.14M | Hold |
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|
2021
Q1 | $1.06M | Hold |
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|
2020
Q4 | $995K | Hold |
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|
2020
Q3 | $871K | Hold |
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|
2020
Q2 | $801K | Hold |
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|
2020
Q1 | $660K | Hold |
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|
2019
Q4 | $839K | Buy |
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