MPS Loria Financial Planners’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 | $4.35M | Sell |
12,402
-1,602
| -11% | -$562K | 1.28% | 7 |
|
|
2025
Q1 | $4.45M | Sell |
14,004
-2,047
| -13% | -$650K | 1.32% | 8 |
|
|
2024
Q4 | $5.36M | Buy |
16,051
+140
| +0.9% | +$46.8K | 1.59% | 5 |
|
|
2024
Q3 | $5.2M | Buy |
15,911
+56
| +0.4% | +$18.3K | 1.55% | 5 |
|
|
2024
Q2 | $4.89M | Sell |
15,855
-70
| -0.4% | -$21.6K | 1.58% | 5 |
|
|
2024
Q1 | $4.78M | Buy |
15,925
+670
| +4% | +$201K | 1.61% | 5 |
|
|
2023
Q4 | $4.18M | Sell |
15,255
-203
| -1% | -$55.6K | 1.47% | 5 |
|
|
2023
Q3 | $3.79M | Buy |
15,458
+129
| +0.8% | +$31.7K | 1.49% | 5 |
|
|
2023
Q2 | $3.9M | Sell |
15,329
-350
| -2% | -$89.1K | 1.47% | 5 |
|
|
2023
Q1 | $3.69M | Sell |
15,679
-3,499
| -18% | -$824K | 1.49% | 5 |
|
|
2022
Q4 | $4.23M | Sell |
19,178
-932
| -5% | -$206K | 1.88% | 6 |
|
|
2022
Q3 | $4.16M | Sell |
20,110
-131
| -0.6% | -$27.1K | 1.62% | 9 |
|
|
2022
Q2 | $4.4M | Sell |
20,241
-191
| -0.9% | -$41.5K | 1.98% | 5 |
|
|
2022
Q1 | $5.36M | Sell |
20,432
-123
| -0.6% | -$32.3K | 2.25% | 4 |
|
|
2021
Q4 | $5.7M | Sell |
20,555
-203
| -1% | -$56.3K | 2.33% | 4 |
|
|
2021
Q3 | $5.29M | Sell |
20,758
-716
| -3% | -$182K | 2.42% | 4 |
|
|
2021
Q2 | $5.5M | Sell |
21,474
-823
| -4% | -$211K | 2.53% | 4 |
|
|
2021
Q1 | $5.29M | Sell |
22,297
-4,002
| -15% | -$949K | 2.46% | 4 |
|
|
2020
Q4 | $5.8M | Buy |
26,299
+26
| +0.1% | +$5.74K | 2.61% | 5 |
|
|
2020
Q3 | $5.14M | Sell |
26,273
-1,385
| -5% | -$271K | 2.66% | 5 |
|
|
2020
Q2 | $4.98M | Buy |
27,658
+741
| +3% | +$133K | 2.67% | 6 |
|
|
2020
Q1 | $3.99M | Sell |
26,917
-841
| -3% | -$125K | 3.07% | 6 |
|
|
2019
Q4 | $5.23M | Sell |
27,758
-471
| -2% | -$88.8K | 3.09% | 6 |
|
|
2019
Q3 | $4.91M | Sell |
28,229
-1,589
| -5% | -$276K | 3.19% | 6 |
|
|
2019
Q2 | $5.14M | Buy |
29,818
+409
| +1% | +$70.5K | 3.28% | 6 |
|
|
2019
Q1 | $4.9M | Sell |
29,409
-169
| -0.6% | -$28.2K | 3.25% | 6 |
|
|
2018
Q4 | $4.35M | Sell |
29,578
-248
| -0.8% | -$36.4K | 3.12% | 7 |
|
|
2018
Q3 | $5.16M | Sell |
29,826
-192
| -0.6% | -$33.2K | 3.23% | 6 |
|
|
2018
Q2 | $4.87M | Buy |
30,018
+1,167
| +4% | +$189K | 4.91% | 6 |
|
|
2018
Q1 | $4.51M | Sell |
28,851
-19
| -0.1% | -$2.97K | 3.18% | 7 |
|
|
2017
Q4 | $4.57M | Sell |
28,870
-430
| -1% | -$68K | 3.12% | 7 |
|
|
2017
Q3 | $4.37M | Buy |
29,300
+21
| +0.1% | +$3.14K | 3.13% | 7 |
|
|
2017
Q2 | $4.26M | Buy |
+29,279
| New | +$4.26M | 2.85% | 7 |
|