Modera Wealth 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 | $2.43M | Sell |
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|
2025
Q2 | $2.27M | Buy |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $2M | Sell |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.86M | Sell |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $2.01M | Buy |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $1.8M | Sell |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $2.01M | Buy |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.65M | Hold |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $973K | Buy |
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