Nancy E. Dempze’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
$738K Hold
2025
Q1
$668K Hold
2024
Q4
$703K Hold
2024
Q3
$687K Hold
2024
Q2
$649K Hold
2024
Q1
$631K Hold
2023
Q4
$575K Hold
2023
Q3
$515K Hold
2023
Q2
$535K Hold
2023
Q1
$495K Hold
2022
Q4
$464K Sell
2022
Q3
$457K Hold
2022
Q2
$479K Hold
2022
Q1
$579K Hold
2021
Q4
$612K Buy
2016
Q1
Sell
2015
Q4
$285K Buy