Modera Wealth Management’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 | $2.27M | Buy |
6,474
+316
| +5% | +$111K | 0.03% | 245 |
|
|
2025
Q1 | $1.96M | Sell |
6,158
-158
| -3% | -$50.2K | 0.03% | 248 |
|
|
2024
Q4 | $2.11M | Sell |
6,316
-18
| -0.3% | -$6.02K | 0.03% | 244 |
|
|
2024
Q3 | $2.07M | Sell |
6,334
-135
| -2% | -$44.1K | 0.03% | 232 |
|
|
2024
Q2 | $2M | Sell |
6,469
-631
| -9% | -$195K | 0.03% | 223 |
|
|
2024
Q1 | $2.13M | Buy |
7,100
+296
| +4% | +$88.8K | 0.03% | 218 |
|
|
2023
Q4 | $1.86M | Sell |
6,804
-439
| -6% | -$120K | 0.03% | 229 |
|
|
2023
Q3 | $1.78M | Sell |
7,243
-645
| -8% | -$158K | 0.03% | 226 |
|
|
2023
Q2 | $2.01M | Buy |
7,888
+770
| +11% | +$196K | 0.04% | 224 |
|
|
2023
Q1 | $1.68M | Sell |
7,118
-497
| -7% | -$117K | 0.07% | 104 |
|
|
2022
Q4 | $1.68M | Sell |
7,615
-101
| -1% | -$22.3K | 0.07% | 101 |
|
|
2022
Q3 | $1.6M | Sell |
7,716
-581
| -7% | -$120K | 0.08% | 97 |
|
|
2022
Q2 | $1.8M | Sell |
8,297
-343
| -4% | -$74.6K | 0.09% | 97 |
|
|
2022
Q1 | $2.27M | Buy |
8,640
+1,384
| +19% | +$363K | 0.1% | 94 |
|
|
2021
Q4 | $2.01M | Buy |
7,256
+821
| +13% | +$228K | 0.08% | 120 |
|
|
2021
Q3 | $1.64M | Buy |
6,435
+1
| +0% | +$255 | 0.08% | 79 |
|
|
2021
Q2 | $1.65M | Hold |
6,434
| – | – | 0.09% | 77 |
|
|
2021
Q1 | $1.53M | Sell |
6,434
-13
| -0.2% | -$3.08K | 0.1% | 72 |
|
|
2020
Q4 | $1.44M | Buy |
6,447
+86
| +1% | +$19.2K | 0.11% | 73 |
|
|
2020
Q3 | $1.25M | Sell |
6,361
-199
| -3% | -$38.9K | 0.18% | 45 |
|
|
2020
Q2 | $1.18M | Buy |
6,560
+1
| +0% | +$180 | 0.19% | 48 |
|
|
2020
Q1 | $973K | Buy |
+6,559
| New | +$973K | 0.2% | 54 |
|