MSH Capital 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 | $662K | Sell |
1,887
-131
| -6% | -$46K | 0.19% | 127 |
|
|
2025
Q1 | $641K | Buy |
2,018
+116
| +6% | +$36.8K | 0.2% | 121 |
|
|
2024
Q4 | $636K | Buy |
1,902
+20
| +1% | +$6.69K | 0.2% | 119 |
|
|
2024
Q3 | $615K | Buy |
1,882
+4
| +0.2% | +$1.31K | 0.19% | 124 |
|
|
2024
Q2 | $580K | Buy |
1,878
+1
| +0.1% | +$309 | 0.19% | 121 |
|
|
2024
Q1 | $563K | Sell |
1,877
-1,171
| -38% | -$351K | 0.2% | 118 |
|
|
2023
Q4 | $834K | Buy |
3,048
+34
| +1% | +$9.31K | 0.31% | 91 |
|
|
2023
Q3 | $739K | Sell |
3,014
-234
| -7% | -$57.3K | 0.29% | 96 |
|
|
2023
Q2 | $826K | Sell |
3,248
-543
| -14% | -$138K | 0.3% | 90 |
|
|
2023
Q1 | $893K | Buy |
3,791
+235
| +7% | +$55.3K | 0.38% | 80 |
|
|
2022
Q4 | $785K | Sell |
3,556
-271
| -7% | -$59.8K | 0.35% | 87 |
|
|
2022
Q3 | $792K | Sell |
3,827
-620
| -14% | -$128K | 0.39% | 83 |
|
|
2022
Q2 | $967K | Sell |
4,447
-54
| -1% | -$11.7K | 0.45% | 74 |
|
|
2022
Q1 | $1.18M | Sell |
4,501
-59
| -1% | -$15.5K | 0.49% | 68 |
|
|
2021
Q4 | $1.27M | Buy |
+4,560
| New | +$1.27M | 0.57% | 60 |
|