Morris Financial Concepts’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 | $3.51K | Hold |
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|
2025
Q1 | $3.18K | Hold |
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|
2024
Q4 | $3.34K | Sell |
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|
2024
Q3 | $71.9K | Buy |
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|
2024
Q2 | $55.9K | Hold |
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|
2024
Q1 | $54.3K | Hold |
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|
2023
Q4 | $49.6K | Hold |
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|
2023
Q3 | $44.4K | Buy |
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|
2023
Q2 | $36.2K | Hold |
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|
2023
Q1 | $33.4K | Hold |
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|
2022
Q4 | $31.4K | Hold |
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|
2022
Q3 | $29K | Buy |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $39K | Buy |
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