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MONECO Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
1,057
+1
| +0.1% | +$351 | 0.03% | 346 |
|
|
2025
Q1 | $335K | Sell |
1,056
-24
| -2% | -$7.62K | 0.03% | 341 |
|
|
2024
Q4 | $361K | Sell |
1,080
-3
| -0.3% | -$1K | 0.04% | 336 |
|
|
2024
Q3 | $354K | Buy |
1,083
+2
| +0.2% | +$653 | 0.04% | 317 |
|
|
2024
Q2 | $334K | Hold |
1,081
| – | – | 0.05% | 305 |
|
|
2024
Q1 | $324K | Buy |
1,081
+1
| +0.1% | +$300 | 0.05% | 306 |
|
|
2023
Q4 | $296K | Buy |
1,080
+4
| +0.4% | +$1.1K | 0.06% | 294 |
|
|
2023
Q3 | $264K | Hold |
1,076
| – | – | 0.07% | 271 |
|
|
2023
Q2 | $274K | Buy |
1,076
+2
| +0.2% | +$509 | 0.07% | 267 |
|
|
2023
Q1 | $253K | Sell |
1,074
-25
| -2% | -$5.89K | 0.07% | 268 |
|
|
2022
Q4 | $242K | Buy |
1,099
+3
| +0.3% | +$662 | 0.09% | 221 |
|
|
2022
Q3 | $227K | Buy |
1,096
+2
| +0.2% | +$414 | 0.09% | 217 |
|
|
2022
Q2 | $238K | Sell |
1,094
-120
| -10% | -$26.1K | 0.09% | 212 |
|
|
2022
Q1 | $319K | Buy |
1,214
+2
| +0.2% | +$526 | 0.12% | 170 |
|
|
2021
Q4 | $313K | Sell |
1,212
-51
| -4% | -$13.2K | 0.12% | 176 |
|
|
2021
Q3 | $322K | Buy |
+1,263
| New | +$322K | 0.13% | 173 |
|
|
2020
Q1 | – | Sell |
-1,032
| Closed | -$200K | – | 135 |
|
|
2019
Q4 | $200K | Buy |
+1,032
| New | +$200K | 0.14% | 143 |
|
|
2019
Q2 | – | Sell |
-1,892
| Closed | -$315K | – | 136 |
|
|
2019
Q1 | $315K | Sell |
1,892
-30
| -2% | -$5K | 0.26% | 92 |
|
|
2018
Q4 | $282K | Buy |
+1,922
| New | +$282K | 0.33% | 67 |
|