Newton One Investments’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 | $222K | Buy |
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|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $215K | Buy |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $192K | Buy |
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|
2023
Q4 | $174K | Buy |
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|
2023
Q3 | $155K | Hold |
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|
2023
Q2 | $161K | Buy |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $137K | Hold |
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|
2022
Q1 | $165K | Hold |
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|
2021
Q4 | $174K | Buy |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $160K | Buy |
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|
2021
Q1 | $147K | Hold |
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|
2020
Q4 | $139K | Buy |
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