ORG Partners’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 | $53.4K | Hold |
152
| – | – | 0.01% | 524 |
|
|
2025
Q1 | $48.5K | Hold |
152
| – | – | 0.01% | 490 |
|
|
2024
Q4 | $50.8K | Hold |
152
| – | – | 0.01% | 548 |
|
|
2024
Q3 | $49.7K | Hold |
152
| – | – | 0.01% | 517 |
|
|
2024
Q2 | $47K | Buy |
+152
| New | +$47K | 0.01% | 811 |
|
|
2023
Q3 | – | Sell |
-152
| Closed | -$39K | – | 1498 |
|
|
2023
Q2 | $39K | Buy |
+152
| New | +$39K | 0.01% | 722 |
|