NEWAS
N.E.W. Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
982
| – | – | 0.03% | 139 |
|
|
2025
Q1 | $312K | Sell |
982
-11
| -1% | -$3.5K | 0.02% | 167 |
|
|
2024
Q4 | $332K | Hold |
993
| – | – | 0.03% | 145 |
|
|
2024
Q3 | $325K | Sell |
993
-20
| -2% | -$6.54K | 0.03% | 137 |
|
|
2024
Q2 | $313K | Sell |
1,013
-1
| -0.1% | -$309 | 0.03% | 137 |
|
|
2024
Q1 | $304K | Sell |
1,014
-10
| -1% | -$3K | 0.03% | 134 |
|
|
2023
Q4 | $280K | Sell |
1,024
-53
| -5% | -$14.5K | 0.03% | 135 |
|
|
2023
Q3 | $264K | Hold |
1,077
| – | – | 0.04% | 129 |
|
|
2023
Q2 | $274K | Sell |
1,077
-263
| -20% | -$66.9K | 0.04% | 113 |
|
|
2023
Q1 | $315K | Sell |
1,340
-10
| -0.7% | -$2.35K | 0.05% | 104 |
|
|
2022
Q4 | $298K | Buy |
1,350
+9
| +0.7% | +$1.99K | 0.05% | 105 |
|
|
2022
Q3 | $278K | Hold |
1,341
| – | – | 0.05% | 103 |
|
|
2022
Q2 | $291K | Sell |
1,341
-2,076
| -61% | -$450K | 0.05% | 99 |
|
|
2022
Q1 | $809K | Buy |
3,417
+1,845
| +117% | +$437K | 0.15% | 61 |
|
|
2021
Q4 | $436K | Hold |
1,572
| – | – | 0.07% | 92 |
|
|
2021
Q3 | $400K | Sell |
1,572
-100
| -6% | -$25.4K | 0.07% | 94 |
|
|
2021
Q2 | $430K | Sell |
1,672
-1,745
| -51% | -$449K | 0.07% | 91 |
|
|
2021
Q1 | $820K | Sell |
3,417
-1,536
| -31% | -$369K | 0.15% | 62 |
|
|
2020
Q4 | $1.11M | Buy |
+4,953
| New | +$1.11M | 0.23% | 50 |
|