Oppenheimer & Co’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 | $540K | Sell |
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|
2025
Q2 | $544K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $295K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Sell |
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|
2021
Q4 | $327K | Buy |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q2 | $209K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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