MSAM
Moloney Securities Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Hold |
1,532
| – | – | 0.07% | 256 |
|
|
2025
Q1 | $487K | Sell |
1,532
-32
| -2% | -$10.2K | 0.07% | 255 |
|
|
2024
Q4 | $523K | Buy |
1,564
+104
| +7% | +$34.8K | 0.07% | 255 |
|
|
2024
Q3 | $477K | Hold |
1,460
| – | – | 0.06% | 288 |
|
|
2024
Q2 | $451K | Buy |
1,460
+621
| +74% | +$192K | 0.07% | 284 |
|
|
2024
Q1 | $252K | Buy |
+839
| New | +$252K | 0.04% | 373 |
|