MPS Loria Financial Planners’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
Q3 | $4.75M | Buy |
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|
2025
Q2 | $4.35M | Sell |
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|
2025
Q1 | $4.45M | Sell |
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|
2024
Q4 | $5.36M | Buy |
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|
2024
Q3 | $5.2M | Buy |
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|
2024
Q2 | $4.89M | Sell |
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|
2024
Q1 | $4.78M | Buy |
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|
2023
Q4 | $4.18M | Sell |
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|
2023
Q3 | $3.79M | Buy |
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|
2023
Q2 | $3.9M | Sell |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $4.23M | Sell |
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|
2022
Q3 | $4.16M | Sell |
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|
2022
Q2 | $4.4M | Sell |
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|
2022
Q1 | $5.36M | Sell |
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|
2021
Q4 | $5.7M | Sell |
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|
2021
Q3 | $5.29M | Sell |
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|
2021
Q2 | $5.5M | Sell |
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|
2021
Q1 | $5.29M | Sell |
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|
2020
Q4 | $5.8M | Buy |
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|
2020
Q3 | $5.14M | Sell |
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|
2020
Q2 | $4.98M | Buy |
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|
2020
Q1 | $3.99M | Sell |
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|
2019
Q4 | $5.23M | Sell |
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|
2019
Q3 | $4.91M | Sell |
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|
2019
Q2 | $5.14M | Buy |
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|
2019
Q1 | $4.9M | Sell |
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|
2018
Q4 | $4.34M | Sell |
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|
2018
Q3 | $5.16M | Sell |
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|
2018
Q2 | $4.87M | Buy |
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|
2018
Q1 | $4.51M | Sell |
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|
2017
Q4 | $4.57M | Sell |
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|
2017
Q3 | $4.37M | Buy |
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|
2017
Q2 | $4.26M | Buy |
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