Mount Yale Investment Advisors’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 | $187K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $196K | Sell |
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|
2024
Q2 | $200K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $322K | Sell |
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|
2019
Q3 | $335K | Hold |
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|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $350K | Hold |
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|
2018
Q4 | $336K | Hold |
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|
2018
Q3 | $348K | Hold |
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|
2018
Q2 | $340K | Hold |
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|
2018
Q1 | $328K | Buy |
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