MONECO Advisors’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
Q2 | $371K | Buy |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $274K | Buy |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $313K | Sell |
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|
2021
Q3 | $322K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $315K | Sell |
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|
2018
Q4 | $282K | Buy |
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