OBWP
O'Brien Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
50,846
-293
| -0.6% | -$103K | 2.8% | 13 |
|
|
2025
Q1 | $16.2M | Sell |
51,139
-276
| -0.5% | -$87.7K | 3.02% | 11 |
|
|
2024
Q4 | $17.2M | Sell |
51,415
-43
| -0.1% | -$14.4K | 3.1% | 13 |
|
|
2024
Q3 | $16.8M | Sell |
51,458
-77
| -0.1% | -$25.2K | 3.3% | 11 |
|
|
2024
Q2 | $15.9M | Sell |
51,535
-774
| -1% | -$239K | 3.58% | 11 |
|
|
2024
Q1 | $15.7M | Sell |
52,309
-951
| -2% | -$285K | 3.63% | 9 |
|
|
2023
Q4 | $14.6M | Sell |
53,260
-19
| -0% | -$5.2K | 3.81% | 7 |
|
|
2023
Q3 | $13.1M | Sell |
53,279
-1,071
| -2% | -$262K | 3.75% | 7 |
|
|
2023
Q2 | $13.8M | Sell |
54,350
-184
| -0.3% | -$46.8K | 4.07% | 7 |
|
|
2023
Q1 | $12.8M | Sell |
54,534
-1,699
| -3% | -$400K | 4.05% | 7 |
|
|
2022
Q4 | $12.4M | Sell |
56,233
-1,252
| -2% | -$276K | 4.93% | 6 |
|
|
2022
Q3 | $11.9M | Buy |
57,485
+1,977
| +4% | +$409K | 5.01% | 6 |
|
|
2022
Q2 | $12.1M | Sell |
55,508
-209
| -0.4% | -$45.4K | 5.04% | 6 |
|
|
2022
Q1 | $12.8M | Sell |
55,717
-1,660
| -3% | -$381K | 5.07% | 6 |
|
|
2021
Q4 | $15M | Sell |
57,377
-1,867
| -3% | -$489K | 5.21% | 6 |
|
|
2021
Q3 | $15.2M | Sell |
59,244
-785
| -1% | -$202K | 5.32% | 6 |
|
|
2021
Q2 | $15.6M | Sell |
60,029
-1,399
| -2% | -$363K | 5.15% | 5 |
|
|
2021
Q1 | $15M | Sell |
61,428
-2,323
| -4% | -$568K | 4.97% | 5 |
|
|
2020
Q4 | $14.6M | Sell |
63,751
-3,129
| -5% | -$717K | 5.28% | 5 |
|
|
2020
Q3 | $13.5M | Sell |
66,880
-7,039
| -10% | -$1.42M | 5.53% | 6 |
|
|
2020
Q2 | $13.5M | Sell |
73,919
-1,959
| -3% | -$359K | 5.64% | 5 |
|
|
2020
Q1 | $10.9M | Sell |
75,878
-5,556
| -7% | -$801K | 6.14% | 5 |
|
|
2019
Q4 | $15.4M | Sell |
81,434
-4,188
| -5% | -$793K | 11.02% | 3 |
|
|
2019
Q3 | $14.9M | Sell |
85,622
-6,053
| -7% | -$1.05M | 11.69% | 3 |
|
|
2019
Q2 | $16.1M | Sell |
91,675
-2,242
| -2% | -$393K | 11.76% | 3 |
|
|
2019
Q1 | $15.7M | Sell |
93,917
-872
| -0.9% | -$145K | 11.07% | 3 |
|
|
2018
Q4 | $14.6M | Sell |
94,789
-9,400
| -9% | -$1.45M | 9.99% | 3 |
|
|
2018
Q3 | $18M | Buy |
104,189
+477
| +0.5% | +$82.2K | 11.66% | 3 |
|
|
2018
Q2 | $16.8M | Sell |
103,712
-6,802
| -6% | -$1.1M | 12.55% | 3 |
|
|
2018
Q1 | $17.3M | Sell |
110,514
-7,329
| -6% | -$1.15M | 11.89% | 3 |
|
|
2017
Q4 | $18.6M | Sell |
117,843
-6,378
| -5% | -$1.01M | 11.76% | 3 |
|
|
2017
Q3 | $18.5M | Sell |
124,221
-8,896
| -7% | -$1.33M | 9.65% | 4 |
|
|
2017
Q2 | $19.2M | Sell |
133,117
-6,063
| -4% | -$873K | 10.12% | 4 |
|
|
2017
Q1 | $19.5M | Sell |
139,180
-6,169
| -4% | -$863K | 10.81% | 3 |
|
|
2016
Q4 | $19.3M | Sell |
145,349
-2,352
| -2% | -$313K | 11.56% | 3 |
|
|
2016
Q3 | $18.9M | Sell |
147,701
-2,094
| -1% | -$268K | 12.36% | 2 |
|
|
2016
Q2 | $18.6M | Sell |
149,795
-6,940
| -4% | -$861K | 12.96% | 2 |
|
|
2016
Q1 | $18.9M | Buy |
+156,735
| New | +$18.9M | 14.72% | 2 |
|