Nvest Financial’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 | $1.99M | Buy |
5,676
+15
| +0.3% | +$5.27K | 1.04% | 30 |
|
|
2025
Q1 | $1.8M | Buy |
5,661
+14
| +0.2% | +$4.45K | 0.96% | 33 |
|
|
2024
Q4 | $1.89M | Buy |
5,647
+17
| +0.3% | +$5.68K | 0.96% | 32 |
|
|
2024
Q3 | $1.84M | Buy |
5,630
+19
| +0.3% | +$6.21K | 1.05% | 31 |
|
|
2024
Q2 | $1.73M | Buy |
5,611
+14
| +0.3% | +$4.32K | 1.06% | 32 |
|
|
2024
Q1 | $1.68M | Buy |
5,597
+14
| +0.3% | +$4.2K | 1.12% | 29 |
|
|
2023
Q4 | $1.53M | Buy |
5,583
+44
| +0.8% | +$12K | 1.2% | 29 |
|
|
2023
Q3 | $1.36M | Hold |
5,539
| – | – | 1.27% | 24 |
|
|
2023
Q2 | $1.41M | Buy |
5,539
+15
| +0.3% | +$3.82K | 1.23% | 26 |
|
|
2023
Q1 | $1.3M | Buy |
5,524
+20
| +0.4% | +$4.71K | 1.35% | 26 |
|
|
2022
Q4 | $1.21M | Buy |
5,504
+26
| +0.5% | +$5.74K | 1.52% | 24 |
|
|
2022
Q3 | $1.13M | Buy |
5,478
+25
| +0.5% | +$5.18K | 1.6% | 24 |
|
|
2022
Q2 | $1.19M | Buy |
5,453
+16
| +0.3% | +$3.48K | 1.24% | 30 |
|
|
2022
Q1 | $1.43M | Buy |
+5,437
| New | +$1.43M | 1.17% | 30 |
|