Outlook Wealth Advisors’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 | $405K | Hold |
|
|||||
|
2025
Q2 | $375K | Hold |
|
|||||
|
2025
Q1 | $339K | Hold |
|
|||||
|
2024
Q4 | $357K | Hold |
|
|||||
|
2024
Q3 | $349K | Hold |
|
|||||
|
2024
Q2 | $783K | Hold |
|
|||||
|
2024
Q1 | $320K | Sell |
|
|||||
|
2023
Q4 | $348K | Hold |
|
|||||
|
2023
Q3 | $312K | Hold |
|
|||||
|
2023
Q2 | $324K | Hold |
|
|||||
|
2023
Q1 | $300K | Hold |
|
|||||
|
2022
Q4 | $281K | Hold |
|
|||||
|
2022
Q3 | $264K | Hold |
|
|||||
|
2022
Q2 | $277K | Hold |
|
|||||
|
2022
Q1 | $334K | Hold |
|
|||||
|
2021
Q4 | $353K | Hold |
|
|||||
|
2021
Q3 | $324K | Hold |
|
|||||
|
2021
Q2 | $326K | Buy |
|