New England Private Wealth Advisors’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
Q3 | $1.72M | Sell |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $966K | Sell |
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|
2022
Q2 | $2.72M | Sell |
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|
2022
Q1 | $2.72M | Buy |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $288K | Buy |
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