MA
Mutual Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+562
| New | +$204K | 0.01% | 1128 |
|
|
2025
Q1 | – | Sell |
-3,344
| Closed | -$1.13M | – | 1131 |
|
|
2024
Q4 | $1.13M | Sell |
3,344
-290
| -8% | -$98.2K | 0.03% | 442 |
|
|
2024
Q3 | $1.2M | Sell |
3,634
-113
| -3% | -$37.3K | 0.04% | 427 |
|
|
2024
Q2 | $1.17M | Sell |
3,747
-574
| -13% | -$178K | 0.04% | 442 |
|
|
2024
Q1 | $1.3M | Sell |
4,321
-534
| -11% | -$160K | 0.04% | 397 |
|
|
2023
Q4 | $1.33M | Sell |
4,855
-130
| -3% | -$35.6K | 0.05% | 376 |
|
|
2023
Q3 | $1.22M | Buy |
4,985
+112
| +2% | +$27.4K | 0.05% | 366 |
|
|
2023
Q2 | $1.24M | Buy |
+4,873
| New | +$1.24M | 0.05% | 373 |
|
|
2023
Q1 | – | Sell |
-1,038
| Closed | -$229K | – | 999 |
|
|
2022
Q4 | $229K | Buy |
+1,038
| New | +$229K | 0.01% | 824 |
|
|
2022
Q1 | – | Sell |
-4,886
| Closed | -$1.36M | – | 906 |
|
|
2021
Q4 | $1.36M | Sell |
4,886
-48
| -1% | -$13.3K | 0.07% | 304 |
|
|
2021
Q3 | $1.26M | Sell |
4,934
-241
| -5% | -$61.4K | 0.07% | 305 |
|
|
2021
Q2 | $1.32M | Sell |
5,175
-79
| -2% | -$20.2K | 0.08% | 297 |
|
|
2021
Q1 | $1.25M | Buy |
5,254
+11
| +0.2% | +$2.61K | 0.09% | 282 |
|
|
2020
Q4 | $1.17M | Buy |
5,243
+489
| +10% | +$109K | 0.09% | 271 |
|
|
2020
Q3 | $930K | Sell |
4,754
-538
| -10% | -$105K | 0.08% | 261 |
|
|
2020
Q2 | $953K | Buy |
+5,292
| New | +$953K | 0.09% | 235 |
|