MWA
Midland Wealth 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 | $522K | Hold |
1,487
| – | – | 0.03% | 116 |
|
|
2025
Q1 | $472K | Sell |
1,487
-78
| -5% | -$24.8K | 0.03% | 131 |
|
|
2024
Q4 | $523K | Hold |
1,565
| – | – | 0.03% | 127 |
|
|
2024
Q3 | $511K | Buy |
1,565
+67
| +4% | +$21.9K | 0.03% | 134 |
|
|
2024
Q2 | $462K | Hold |
1,498
| – | – | 0.03% | 146 |
|
|
2024
Q1 | $450K | Hold |
1,498
| – | – | 0.03% | 146 |
|
|
2023
Q4 | $410K | Buy |
+1,498
| New | +$410K | 0.03% | 145 |
|