MTM Investment Management’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 | $642K | Hold |
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|
2025
Q2 | $595K | Sell |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | $563K | Sell |
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|
2024
Q3 | $553K | Hold |
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|
2024
Q2 | $523K | Hold |
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|
2024
Q1 | $509K | Hold |
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|
2023
Q4 | $464K | Hold |
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|
2023
Q3 | $415K | Hold |
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|
2023
Q2 | $431K | Hold |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $376K | Hold |
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|
2022
Q2 | $400K | Hold |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $504K | Sell |
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|
2021
Q3 | $564K | Sell |
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|
2021
Q2 | $576K | Hold |
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|
2021
Q1 | $534K | Sell |
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|
2020
Q4 | $510K | Buy |
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