Motive Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Hold |
4,508
| – | – | 0.72% | 24 |
|
|
2025
Q1 | $1.43M | Hold |
4,508
| – | – | 0.77% | 23 |
|
|
2024
Q4 | $1.51M | Sell |
4,508
-36
| -0.8% | -$12K | 0.81% | 24 |
|
|
2024
Q3 | $1.4M | Hold |
4,544
| – | – | 0.84% | 22 |
|
|
2024
Q2 | $1.4M | Hold |
4,544
| – | – | 0.84% | 22 |
|
|
2024
Q1 | $1.36M | Buy |
+4,544
| New | +$1.36M | 0.83% | 23 |
|
|
2023
Q1 | – | Sell |
-4,599
| Closed | -$1.01M | – | 55 |
|
|
2022
Q4 | $1.01M | Sell |
4,599
-112
| -2% | -$24.7K | 0.78% | 23 |
|
|
2022
Q3 | $975K | Hold |
4,711
| – | – | 0.79% | 24 |
|
|
2022
Q2 | $1.02M | Hold |
4,711
| – | – | 0.81% | 26 |
|
|
2022
Q1 | $1.24M | Sell |
4,711
-2,643
| -36% | -$693K | 0.85% | 29 |
|
|
2021
Q4 | $2.04M | Buy |
7,354
+4,784
| +186% | +$1.33M | 1.23% | 19 |
|
|
2021
Q3 | $655K | Hold |
2,570
| – | – | 0.44% | 49 |
|
|
2021
Q2 | $658K | Buy |
+2,570
| New | +$658K | 0.47% | 50 |
|