NewEdge 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 | $2.81M | Sell |
7,823
-88
| -1% | -$31.6K | 0.04% | 311 |
|
|
2025
Q1 | $2.51M | Sell |
7,911
-26
| -0.3% | -$8.26K | 0.05% | 304 |
|
|
2024
Q4 | $2.65M | Buy |
7,937
+5,145
| +184% | +$1.72M | 0.05% | 299 |
|
|
2024
Q3 | $912K | Buy |
2,792
+1,907
| +215% | +$623K | 0.02% | 484 |
|
|
2024
Q2 | $273K | Buy |
+885
| New | +$273K | 0.01% | 660 |
|