MWM
Moran Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Buy |
+2,433
| New | +$854K | 0.03% | 336 |
|
|
2025
Q1 | – | Sell |
-21,946
| Closed | -$7.34M | – | 468 |
|
|
2024
Q4 | $7.34M | Buy |
21,946
+21,107
| +2,516% | +$7.06M | 0.23% | 127 |
|
|
2024
Q3 | $274K | Hold |
839
| – | – | 0.01% | 393 |
|
|
2024
Q2 | $259K | Sell |
839
-5,831
| -87% | -$1.8M | 0.01% | 378 |
|
|
2024
Q1 | $2M | Sell |
6,670
-13,916
| -68% | -$4.18M | 0.06% | 256 |
|
|
2023
Q4 | $5.64M | Buy |
20,586
+12,046
| +141% | +$3.3M | 0.2% | 149 |
|
|
2023
Q3 | $2.09M | Sell |
8,540
-3,588
| -30% | -$879K | 0.08% | 212 |
|
|
2023
Q2 | $3.09M | Buy |
12,128
+1,257
| +12% | +$320K | 0.12% | 192 |
|
|
2023
Q1 | $2.56M | Sell |
10,871
-23,477
| -68% | -$5.53M | 0.1% | 202 |
|
|
2022
Q4 | $7.58M | Buy |
+34,348
| New | +$7.58M | 0.29% | 112 |
|