P.J. Schmidt Investment Management (PJS)’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 | $404K | Hold |
|
|||||
|
2025
Q1 | $365K | Hold |
|
|||||
|
2024
Q4 | $384K | Hold |
|
|||||
|
2024
Q3 | $376K | Hold |
|
|||||
|
2024
Q2 | $355K | Hold |
|
|||||
|
2024
Q1 | $345K | Hold |
|
|||||
|
2023
Q4 | $321K | Sell |
|
|||||
|
2023
Q3 | $365K | Hold |
|
|||||
|
2023
Q2 | $393K | Hold |
|
|||||
|
2023
Q1 | $354K | Hold |
|
|||||
|
2022
Q4 | $331K | Hold |
|
|||||
|
2022
Q3 | $324K | Hold |
|
|||||
|
2022
Q2 | $358K | Sell |
|
|||||
|
2022
Q1 | $430K | Hold |
|
|||||
|
2021
Q4 | $470K | Hold |
|
|||||
|
2021
Q3 | $487K | Hold |
|
|||||
|
2021
Q2 | $470K | Hold |
|
|||||
|
2021
Q1 | $452K | Hold |
|
|||||
|
2020
Q4 | $401K | Hold |
|
|||||
|
2020
Q3 | $358K | Hold |
|
|||||
|
2020
Q2 | $324K | Hold |
|
|||||
|
2020
Q1 | $267K | Sell |
|
|||||
|
2019
Q4 | $415K | Hold |
|
|||||
|
2019
Q3 | $382K | Sell |
|
|||||
|
2019
Q2 | $414K | Hold |
|
|||||
|
2019
Q1 | $400K | Sell |
|
|||||
|
2018
Q4 | $514K | Hold |
|
|||||
|
2018
Q3 | $603K | Hold |
|
|||||
|
2018
Q2 | $568K | Hold |
|
|||||
|
2018
Q1 | $547K | Hold |
|
|||||
|
2017
Q4 | $554K | Hold |
|
|||||
|
2017
Q3 | $522K | Hold |
|
|||||
|
2017
Q2 | $504K | Hold |
|
|||||
|
2017
Q1 | $490K | Hold |
|
|||||
|
2016
Q4 | $465K | Hold |
|
|||||
|
2016
Q3 | $449K | Hold |
|
|||||
|
2016
Q2 | $434K | Hold |
|
|||||
|
2016
Q1 | $423K | Hold |
|
|||||
|
2015
Q4 | $421K | Hold |
|
|||||
|
2015
Q3 | $399K | Hold |
|
|||||
|
2015
Q2 | $434K | Hold |
|
|||||
|
2015
Q1 | $433K | Hold |
|
|||||
|
2014
Q4 | $428K | Hold |
|
|||||
|
2014
Q3 | $409K | Sell |
|
|||||
|
2014
Q2 | $589K | Hold |
|
|||||
|
2014
Q1 | $562K | Sell |
|
|||||
|
2013
Q4 | $664K | Hold |
|
|||||
|
2013
Q3 | $607K | Sell |
|
|||||
|
2013
Q2 | $624K | Buy |
|