NewEdge 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 | $4.98M | Sell |
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|
2025
Q2 | $4.71M | Sell |
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|
2025
Q1 | $4.36M | Buy |
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|
2024
Q4 | $4.54M | Buy |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $703K | Buy |
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|
2024
Q1 | $524K | Sell |
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|
2023
Q4 | $491K | Buy |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $1.82M | Buy |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $261K | Buy |
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