Mitchell Sinkler & Starr’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 | $527K | Hold |
1,500
| – | – | 0.25% | 87 |
|
|
2025
Q1 | $476K | Hold |
1,500
| – | – | 0.13% | 107 |
|
|
2024
Q4 | $501K | Hold |
1,500
| – | – | 0.13% | 103 |
|
|
2024
Q3 | $490K | Hold |
1,500
| – | – | 0.12% | 108 |
|
|
2024
Q2 | $472K | Hold |
1,500
| – | – | 0.12% | 105 |
|
|
2024
Q1 | $450K | Hold |
1,500
| – | – | 0.11% | 115 |
|
|
2023
Q4 | $411K | Buy |
+1,500
| New | +$411K | 0.07% | 142 |
|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$382K | – | 117 |
|
|
2023
Q2 | $382K | Hold |
1,500
| – | – | 0.11% | 111 |
|
|
2023
Q1 | $353K | Hold |
1,500
| – | – | 0.1% | 110 |
|
|
2022
Q4 | $331K | Hold |
1,500
| – | – | 0.11% | 114 |
|
|
2022
Q3 | $311K | Buy |
+1,500
| New | +$311K | 0.12% | 94 |
|