OWA
Outlook Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Hold |
1,068
| – | – | 0.1% | 197 |
|
|
2025
Q1 | $339K | Hold |
1,068
| – | – | 0.09% | 209 |
|
|
2024
Q4 | $357K | Hold |
1,068
| – | – | 0.1% | 201 |
|
|
2024
Q3 | $349K | Hold |
1,068
| – | – | 0.1% | 198 |
|
|
2024
Q2 | $783K | Hold |
1,068
| – | – | 0.24% | 82 |
|
|
2024
Q1 | $320K | Sell |
1,068
-205
| -16% | -$61.5K | 0.1% | 198 |
|
|
2023
Q4 | $348K | Hold |
1,273
| – | – | 0.12% | 154 |
|
|
2023
Q3 | $312K | Hold |
1,273
| – | – | 0.12% | 159 |
|
|
2023
Q2 | $324K | Hold |
1,273
| – | – | 0.12% | 154 |
|
|
2023
Q1 | $300K | Hold |
1,273
| – | – | 0.13% | 153 |
|
|
2022
Q4 | $281K | Hold |
1,273
| – | – | 0.13% | 139 |
|
|
2022
Q3 | $264K | Hold |
1,273
| – | – | 0.12% | 156 |
|
|
2022
Q2 | $277K | Hold |
1,273
| – | – | 0.11% | 157 |
|
|
2022
Q1 | $334K | Hold |
1,273
| – | – | 0.11% | 155 |
|
|
2021
Q4 | $353K | Hold |
1,273
| – | – | 0.1% | 157 |
|
|
2021
Q3 | $324K | Hold |
1,273
| – | – | 0.11% | 172 |
|
|
2021
Q2 | $326K | Buy |
+1,273
| New | +$326K | 0.1% | 174 |
|