Mutual 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 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.32M | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $930K | Sell |
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|
2020
Q2 | $953K | Buy |
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