NED
Nancy E. Dempze’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Hold |
2,102
| – | – | 0.43% | 48 |
|
|
2025
Q1 | $668K | Hold |
2,102
| – | – | 0.4% | 51 |
|
|
2024
Q4 | $703K | Hold |
2,102
| – | – | 0.41% | 55 |
|
|
2024
Q3 | $687K | Hold |
2,102
| – | – | 0.38% | 59 |
|
|
2024
Q2 | $649K | Hold |
2,102
| – | – | 0.45% | 45 |
|
|
2024
Q1 | $631K | Hold |
2,102
| – | – | 0.48% | 42 |
|
|
2023
Q4 | $575K | Hold |
2,102
| – | – | 0.48% | 42 |
|
|
2023
Q3 | $515K | Hold |
2,102
| – | – | 0.46% | 45 |
|
|
2023
Q2 | $535K | Hold |
2,102
| – | – | 0.46% | 45 |
|
|
2023
Q1 | $495K | Hold |
2,102
| – | – | 0.45% | 46 |
|
|
2022
Q4 | $464K | Sell |
2,102
-103
| -5% | -$22.7K | 0.45% | 47 |
|
|
2022
Q3 | $457K | Hold |
2,205
| – | – | 0.49% | 46 |
|
|
2022
Q2 | $479K | Hold |
2,205
| – | – | 0.48% | 46 |
|
|
2022
Q1 | $579K | Hold |
2,205
| – | – | 0.42% | 49 |
|
|
2021
Q4 | $612K | Buy |
+2,205
| New | +$612K | 0.41% | 51 |
|
|
2016
Q1 | – | Sell |
-2,370
| Closed | -$285K | – | 81 |
|
|
2015
Q4 | $285K | Buy |
+2,370
| New | +$285K | 0.55% | 65 |
|