Monetary Management Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1K | Hold |
100
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $31.8K | Hold |
100
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $33.4K | Hold |
100
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $32.7K | Hold |
100
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $30.9K | Hold |
100
| – | – | 0.01% | 275 |
|
|
2024
Q1 | $30K | Hold |
100
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $27.4K | Hold |
100
| – | – | 0.01% | 276 |
|
|
2023
Q3 | $24.5K | Hold |
100
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $25.4K | Hold |
100
| – | – | 0.01% | 285 |
|
|
2023
Q1 | $23.5K | Hold |
100
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $22.1K | Sell |
100
-25
| -20% | -$5.52K | 0.01% | 295 |
|
|
2022
Q3 | $26K | Hold |
125
| – | – | 0.01% | 291 |
|
|
2022
Q2 | $27K | Hold |
125
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $33K | Hold |
125
| – | – | 0.01% | 288 |
|
|
2021
Q4 | $35K | Hold |
125
| – | – | 0.01% | 295 |
|
|
2021
Q3 | $32K | Buy |
+125
| New | +$32K | 0.01% | 283 |
|