Mayflower Financial 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 | $576K | Hold |
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|
2025
Q2 | $534K | Hold |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $513K | Hold |
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $724K | Buy |
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|
2023
Q4 | $660K | Sell |
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|
2023
Q3 | $608K | Hold |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $546K | Sell |
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|
2022
Q3 | $549K | Sell |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $803K | Buy |
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|
2021
Q4 | $427K | Hold |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $399K | Buy |
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