MB, Levis & Associates’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 | $9.27K | Hold |
26
| – | – | ﹤0.01% | 195 |
|
2025
Q1 | $8.36K | Hold |
26
| – | – | ﹤0.01% | 193 |
|
2024
Q4 | $8.78K | Hold |
26
| – | – | ﹤0.01% | 192 |
|
2024
Q3 | $8.56K | Hold |
26
| – | – | ﹤0.01% | 198 |
|
2024
Q2 | $8.06K | Hold |
26
| – | – | ﹤0.01% | 199 |
|
2024
Q1 | $7.81K | Hold |
26
| – | – | ﹤0.01% | 199 |
|
2023
Q4 | $7.11K | Hold |
26
| – | – | ﹤0.01% | 199 |
|
2023
Q3 | $6.31K | Hold |
26
| – | – | ﹤0.01% | 210 |
|
2023
Q2 | $6.56K | Hold |
26
| – | – | ﹤0.01% | 211 |
|
2023
Q1 | $6.05K | Hold |
26
| – | – | ﹤0.01% | 213 |
|
2022
Q4 | $5.65K | Buy |
+26
| New | +$5.65K | ﹤0.01% | 203 |
|