MFC
Morris Financial Concepts’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51K | Hold |
10
| – | – | ﹤0.01% | 187 |
|
|
2025
Q1 | $3.18K | Hold |
10
| – | – | ﹤0.01% | 189 |
|
|
2024
Q4 | $3.34K | Sell |
10
-210
| -95% | -$70.2K | ﹤0.01% | 175 |
|
|
2024
Q3 | $71.9K | Buy |
220
+39
| +22% | +$12.7K | 0.03% | 141 |
|
|
2024
Q2 | $55.9K | Hold |
181
| – | – | 0.03% | 119 |
|
|
2024
Q1 | $54.3K | Hold |
181
| – | – | 0.03% | 117 |
|
|
2023
Q4 | $49.6K | Hold |
181
| – | – | 0.03% | 115 |
|
|
2023
Q3 | $44.4K | Buy |
181
+39
| +27% | +$9.56K | 0.03% | 107 |
|
|
2023
Q2 | $36.2K | Hold |
142
| – | – | 0.02% | 114 |
|
|
2023
Q1 | $33.4K | Hold |
142
| – | – | 0.02% | 112 |
|
|
2022
Q4 | $31.4K | Hold |
142
| – | – | 0.03% | 103 |
|
|
2022
Q3 | $29K | Buy |
142
+1
| +0.7% | +$204 | 0.03% | 83 |
|
|
2022
Q2 | $31K | Hold |
141
| – | – | 0.03% | 91 |
|
|
2022
Q1 | $37K | Hold |
141
| – | – | 0.03% | 90 |
|
|
2021
Q4 | $39K | Buy |
+141
| New | +$39K | 0.03% | 83 |
|