MML Investors Services’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 | $6.06M | Buy |
17,250
+3,827
| +29% | +$1.34M | 0.02% | 714 |
|
2025
Q1 | $4.26M | Sell |
13,423
-1,275
| -9% | -$405K | 0.01% | 803 |
|
2024
Q4 | $4.91M | Sell |
14,698
-3,503
| -19% | -$1.17M | 0.02% | 715 |
|
2024
Q3 | $5.95M | Sell |
18,201
-6,617
| -27% | -$2.16M | 0.02% | 622 |
|
2024
Q2 | $7.66M | Sell |
24,818
-4,722
| -16% | -$1.46M | 0.03% | 486 |
|
2024
Q1 | $8.86M | Sell |
29,540
-2,975
| -9% | -$893K | 0.04% | 450 |
|
2023
Q4 | $8.9M | Sell |
32,515
-974
| -3% | -$267K | 0.04% | 404 |
|
2023
Q3 | $8.21M | Sell |
33,489
-20,690
| -38% | -$5.07M | 0.05% | 372 |
|
2023
Q2 | $13.8M | Sell |
54,179
-8,392
| -13% | -$2.14M | 0.08% | 261 |
|
2023
Q1 | $14.7M | Sell |
62,571
-6,758
| -10% | -$1.59M | 0.1% | 218 |
|
2022
Q4 | $15.3M | Sell |
69,329
-3,846
| -5% | -$849K | 0.1% | 226 |
|
2022
Q3 | $15.2M | Buy |
73,175
+48,779
| +200% | +$10.1M | 0.11% | 196 |
|
2022
Q2 | $5.3M | Sell |
24,396
-14,008
| -36% | -$3.04M | 0.04% | 404 |
|
2022
Q1 | $10.1M | Buy |
38,404
+536
| +1% | +$141K | 0.07% | 277 |
|
2021
Q4 | $10.5M | Buy |
37,868
+4,736
| +14% | +$1.31M | 0.08% | 268 |
|
2021
Q3 | $8.44M | Buy |
33,132
+2,018
| +6% | +$514K | 0.07% | 295 |
|
2021
Q2 | $7.96M | Buy |
31,114
+5,952
| +24% | +$1.52M | 0.07% | 296 |
|
2021
Q1 | $5.97M | Buy |
25,162
+2,830
| +13% | +$671K | 0.06% | 322 |
|
2020
Q4 | $4.99M | Buy |
22,332
+3,301
| +17% | +$738K | 0.05% | 317 |
|
2020
Q3 | $3.73M | Sell |
19,031
-13,223
| -41% | -$2.59M | 0.05% | 339 |
|
2020
Q2 | $5.81M | Sell |
32,254
-1,916
| -6% | -$345K | 0.08% | 240 |
|
2020
Q1 | $5.07M | Sell |
34,170
-26,083
| -43% | -$3.87M | 0.09% | 227 |
|
2019
Q4 | $11.4M | Buy |
60,253
+16,894
| +39% | +$3.18M | 0.16% | 157 |
|
2019
Q3 | $7.54M | Buy |
43,359
+477
| +1% | +$82.9K | 0.12% | 186 |
|
2019
Q2 | $7.39M | Sell |
42,882
-17,566
| -29% | -$3.03M | 0.11% | 211 |
|
2019
Q1 | $10.1M | Buy |
60,448
+33,387
| +123% | +$5.57M | 0.16% | 157 |
|
2018
Q4 | $3.98M | Buy |
27,061
+4,410
| +19% | +$648K | 0.07% | 275 |
|
2018
Q3 | $3.9M | Buy |
22,651
+8,765
| +63% | +$1.51M | 0.07% | 275 |
|
2018
Q2 | $2.25M | Buy |
13,886
+5,337
| +62% | +$866K | 0.05% | 327 |
|
2018
Q1 | $1.34M | Buy |
8,549
+293
| +4% | +$45.8K | 0.03% | 460 |
|
2017
Q4 | $1.31M | Buy |
8,256
+1,728
| +26% | +$273K | 0.02% | 462 |
|
2017
Q3 | $975K | Buy |
6,528
+1,208
| +23% | +$180K | 0.02% | 527 |
|
2017
Q2 | $766K | Buy |
+5,320
| New | +$766K | 0.01% | 605 |
|