North Star Investment Management’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 | – | Sell |
-19
| Closed | -$6.04K | – | 1230 |
|
|
2025
Q1 | $6.04K | Hold |
19
| – | – | ﹤0.01% | 949 |
|
|
2024
Q4 | $6.35K | Hold |
19
| – | – | ﹤0.01% | 964 |
|
|
2024
Q3 | $6.21K | Hold |
19
| – | – | ﹤0.01% | 939 |
|
|
2024
Q2 | $5.87K | Hold |
19
| – | – | ﹤0.01% | 904 |
|
|
2024
Q1 | $5.7K | Hold |
19
| – | – | ﹤0.01% | 958 |
|
|
2023
Q4 | $5.2K | Hold |
19
| – | – | ﹤0.01% | 938 |
|
|
2023
Q3 | $4.66K | Hold |
19
| – | – | ﹤0.01% | 964 |
|
|
2023
Q2 | $4.84K | Hold |
19
| – | – | ﹤0.01% | 976 |
|
|
2023
Q1 | $4.47K | Hold |
19
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q4 | $4.19K | Hold |
19
| – | – | ﹤0.01% | 993 |
|
|
2022
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 960 |
|
|
2022
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 973 |
|
|
2022
Q1 | $5K | Hold |
19
| – | – | ﹤0.01% | 978 |
|
|
2021
Q4 | $5K | Hold |
19
| – | – | ﹤0.01% | 997 |
|
|
2021
Q3 | $5K | Hold |
19
| – | – | ﹤0.01% | 955 |
|
|
2021
Q2 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 940 |
|