O'Shaughnessy Asset Management’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
Q2 | $4.21M | Sell |
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|
2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $6.43M | Buy |
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|
2024
Q3 | $471K | Buy |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $3.1M | Buy |
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|
2023
Q3 | $177K | Hold |
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|
2023
Q2 | $184K | Hold |
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|
2023
Q1 | $170K | Sell |
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|
2022
Q4 | $3.58M | Buy |
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|
2022
Q3 | $150K | Hold |
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|
2022
Q2 | $157K | Sell |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $4.41M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $15.3M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $14.4M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $637K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $84K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.73M | Buy |
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