NWAM LLC’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 |
-908
| Closed | -$288K | – | 550 |
|
|
2025
Q1 | $288K | Hold |
908
| – | – | 0.02% | 407 |
|
|
2024
Q4 | $303K | Hold |
908
| – | – | 0.02% | 480 |
|
|
2024
Q3 | $297K | Buy |
+908
| New | +$297K | 0.02% | 496 |
|
|
2024
Q2 | – | Sell |
-908
| Closed | -$272K | – | 357 |
|
|
2024
Q1 | $272K | Buy |
+908
| New | +$272K | 0.02% | 455 |
|