Moneta Group Investment 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 | $1.61M | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $3.26M | Sell |
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|
2023
Q1 | $4.42M | Buy |
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|
2022
Q4 | $4.14M | Buy |
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|
2022
Q3 | $588K | Sell |
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|
2022
Q2 | $678K | Buy |
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|
2022
Q1 | $715K | Buy |
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|
2021
Q4 | $749K | Buy |
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|
2021
Q3 | $477K | Buy |
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|
2021
Q2 | $452K | Hold |
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|
2021
Q1 | $419K | Sell |
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|
2020
Q4 | $395K | Sell |
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|
2020
Q3 | $351K | Sell |
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|
2020
Q2 | $347K | Sell |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $323K | Buy |
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|
2019
Q3 | $295K | Buy |
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|
2019
Q2 | $215K | Sell |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $316K | Sell |
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|
2018
Q2 | $309K | Buy |
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|
2018
Q1 | $287K | Buy |
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|
2017
Q4 | $78K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $55K | Buy |
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