MAWA
Moss Adams Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
51,225
+10,787
| +27% | +$3.79M | 1.63% | 12 |
|
|
2025
Q1 | $12.8M | Buy |
40,438
+2,111
| +6% | +$671K | 1.35% | 13 |
|
|
2024
Q4 | $12.8M | Sell |
38,327
-916
| -2% | -$306K | 1.35% | 13 |
|
|
2024
Q3 | $12.8M | Sell |
39,243
-1,582
| -4% | -$517K | 1.4% | 13 |
|
|
2024
Q2 | $12.6M | Sell |
40,825
-826
| -2% | -$255K | 1.74% | 11 |
|
|
2024
Q1 | $12.5M | Buy |
41,651
+7,328
| +21% | +$2.2M | 2.01% | 9 |
|
|
2023
Q4 | $9.4M | Sell |
34,323
-2,267
| -6% | -$621K | 1.96% | 12 |
|
|
2023
Q3 | $8.98M | Sell |
36,590
-5,111
| -12% | -$1.25M | 3.06% | 5 |
|
|
2023
Q2 | $10.6M | Buy |
41,701
+2,409
| +6% | +$613K | 3.46% | 5 |
|
|
2023
Q1 | $9.25M | Sell |
39,292
-13,550
| -26% | -$3.19M | 3.15% | 5 |
|
|
2022
Q4 | $11.7M | Buy |
+52,842
| New | +$11.7M | 5.83% | 3 |
|