Naviter Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
680
| – | – | 0.03% | 252 |
|
|
2025
Q1 | $215K | Hold |
680
| – | – | 0.03% | 250 |
|
|
2024
Q4 | $227K | Hold |
680
| – | – | 0.03% | 256 |
|
|
2024
Q3 | $222K | Hold |
680
| – | – | 0.03% | 221 |
|
|
2024
Q2 | $210K | Hold |
680
| – | – | 0.03% | 218 |
|
|
2024
Q1 | $204K | Buy |
+680
| New | +$204K | 0.03% | 215 |
|
|
2023
Q1 | – | Sell |
-27,412
| Closed | -$6.35M | – | 207 |
|
|
2022
Q4 | $6.35M | Buy |
+27,412
| New | +$6.35M | 1.74% | 13 |
|