Moran Wealth Management’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 | $854K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.34M | Buy |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $5.64M | Buy |
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|
2023
Q3 | $2.09M | Sell |
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|
2023
Q2 | $3.09M | Buy |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $7.58M | Buy |
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