Meritage Portfolio Management’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 | $310K | Buy |
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|
2025
Q2 | $249K | Hold |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $237K | Hold |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $216K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $262K | Hold |
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|
2014
Q2 | $265K | Sell |
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|
2014
Q1 | $368K | Hold |
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|
2013
Q4 | $362K | Buy |
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|
2013
Q3 | $298K | Sell |
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|
2013
Q2 | $290K | Buy |
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