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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Sell |
4,190
-345
| -8% | -$133K | 0.01% | 302 |
|
|
2025
Q4 | $1.75M | Sell |
4,535
-24
| -0.5% | -$9.21K | 0.01% | 279 |
|
|
2025
Q3 | $1.73M | Sell |
4,559
-39
| -0.8% | -$14.2K | 0.01% | 276 |
|
|
2025
Q2 | $1.61M | Sell |
4,598
-215
| -4% | -$69.8K | 0.02% | 249 |
|
|
2025
Q1 | $1.53M | Buy |
4,813
+63
| +1% | +$21.1K | 0.02% | 237 |
|
|
2024
Q4 | $1.59M | Sell |
4,750
-18
| -0.4% | -$6.06K | 0.02% | 233 |
|
|
2024
Q3 | $1.56M | Sell |
4,768
-86
| -2% | -$27.1K | 0.02% | 227 |
|
|
2024
Q2 | $1.5M | Sell |
4,854
-845
| -15% | -$252K | 0.02% | 221 |
|
|
2024
Q1 | $1.71M | Buy |
5,699
+230
| +4% | +$65.6K | 0.03% | 203 |
|
|
2023
Q4 | $1.5M | Buy |
5,469
+31
| +0.6% | +$7.9K | 0.03% | 197 |
|
|
2023
Q3 | $1.33M | Sell |
5,438
-7,384
| -58% | -$1.89M | 0.03% | 194 |
|
|
2023
Q2 | $3.26M | Sell |
12,822
-5,940
| -32% | -$1.43M | 0.07% | 132 |
|
|
2023
Q1 | $4.42M | Buy |
18,762
+1,190
| +7% | +$275K | 0.11% | 107 |
|
|
2022
Q4 | $4.14M | Buy |
17,572
+14,732
| +519% | +$3.27M | 0.11% | 107 |
|
|
2022
Q3 | $588K | Sell |
2,840
-279
| -9% | -$64.2K | 0.02% | 253 |
|
|
2022
Q2 | $678K | Buy |
3,119
+394
| +14% | +$93.3K | 0.02% | 257 |
|
|
2022
Q1 | $715K | Buy |
2,725
+26
| +1% | +$6.73K | 0.03% | 246 |
|
|
2021
Q4 | $749K | Buy |
2,699
+827
| +44% | +$224K | 0.03% | 243 |
|
|
2021
Q3 | $477K | Buy |
1,872
+106
| +6% | +$27.8K | 0.02% | 286 |
|
|
2021
Q2 | $452K | Hold |
1,766
| – | – | 0.02% | 296 |
|
|
2021
Q1 | $419K | Sell |
1,766
-1
| -0.1% | -$232 | 0.02% | 279 |
|
|
2020
Q4 | $395K | Sell |
1,767
-26
| -1% | -$5.46K | 0.03% | 220 |
|
|
2020
Q3 | $351K | Sell |
1,793
-134
| -7% | -$25.9K | 0.03% | 207 |
|
|
2020
Q2 | $347K | Sell |
1,927
-1
| -0.1% | -$169 | 0.03% | 199 |
|
|
2020
Q1 | $286K | Buy |
1,928
+214
| +12% | +$38.1K | 0.03% | 202 |
|
|
2019
Q4 | $323K | Buy |
1,714
+16
| +0.9% | +$2.88K | 0.03% | 201 |
|
|
2019
Q3 | $295K | Buy |
1,698
+451
| +36% | +$78.2K | 0.03% | 209 |
|
|
2019
Q2 | $215K | Sell |
1,247
-1
| -0.1% | -$170 | 0.02% | 211 |
|
|
2019
Q1 | $208K | Sell |
1,248
-386
| -24% | -$62K | 0.02% | 203 |
|
|
2018
Q4 | $240K | Sell |
1,634
-201
| -11% | -$31.9K | 0.03% | 188 |
|
|
2018
Q3 | $316K | Sell |
1,835
-72
| -4% | -$12.2K | 0.03% | 179 |
|
|
2018
Q2 | $309K | Buy |
1,907
+72
| +4% | +$11.6K | 0.03% | 208 |
|
|
2018
Q1 | $287K | Buy |
1,835
+1,345
| +274% | +$217K | 0.04% | 160 |
|
|
2017
Q4 | $78K | Buy |
+490
| New | +$75.6K | 0.01% | 254 |
|
|
2015
Q4 | – | Sell |
-485
| Closed | -$55K | – | 280 |
|
|
2015
Q3 | $55K | Buy |
+485
| New | +$58.7K | 0.02% | 222 |
|
Other funds holding IWV
SCM
AFI
PWA
UMC
