MA
MCF Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Hold |
550
| – | – | 0.01% | 238 |
|
|
2025
Q1 | $175K | Hold |
550
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $184K | Hold |
550
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $180K | Hold |
550
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $170K | Hold |
550
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $165K | Hold |
550
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $151K | Hold |
550
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $135K | Hold |
550
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $140K | Hold |
550
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $129K | Hold |
550
| – | – | 0.01% | 250 |
|
|
2022
Q4 | $121K | Hold |
550
| – | – | 0.01% | 249 |
|
|
2022
Q3 | $114K | Buy |
+550
| New | +$114K | 0.01% | 247 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$7K | – | 526 |
|
|
2017
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 385 |
|
|
2017
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 372 |
|
|
2016
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 348 |
|
|
2016
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 361 |
|
|
2016
Q2 | $6K | Sell |
50
-1,240
| -96% | -$149K | ﹤0.01% | 394 |
|
|
2016
Q1 | $156K | Buy |
1,290
+1,240
| +2,480% | +$150K | 0.04% | 109 |
|
|
2015
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 377 |
|
|
2015
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 364 |
|
|
2015
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 371 |
|
|
2015
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 361 |
|
|
2014
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 349 |
|
|
2014
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 363 |
|
|
2014
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 349 |
|
|
2014
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 350 |
|
|
2013
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 327 |
|
|
2013
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 315 |
|
|
2013
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 259 |
|