N.E.W. Advisory Services’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 | $345K | Hold |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $332K | Hold |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $436K | Hold |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $430K | Sell |
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|
2021
Q1 | $820K | Sell |
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|
2020
Q4 | $1.11M | Buy |
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