MI
Moneywise Inc’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
39,085
+2,193
| +6% | +$770K | 6.43% | 4 |
|
|
2025
Q1 | $11.7M | Buy |
36,892
+1,219
| +3% | +$387K | 6.2% | 5 |
|
|
2024
Q4 | $11.9M | Buy |
35,673
+2,956
| +9% | +$988K | 5.98% | 5 |
|
|
2024
Q3 | $10.7M | Buy |
32,717
+15,114
| +86% | +$4.94M | 5.26% | 6 |
|
|
2024
Q2 | $5.43M | Buy |
17,603
+7,457
| +73% | +$2.3M | 2.88% | 12 |
|
|
2024
Q1 | $3.04M | Buy |
10,146
+7,582
| +296% | +$2.28M | 1.65% | 17 |
|
|
2023
Q4 | $702K | Buy |
+2,564
| New | +$702K | 0.4% | 30 |
|