Parcion Private Wealth’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 | $1.09M | Hold |
3,110
| – | – | 0.08% | 120 |
|
2025
Q1 | $988K | Hold |
3,110
| – | – | 0.08% | 125 |
|
2024
Q4 | $1.04M | Hold |
3,110
| – | – | 0.08% | 120 |
|
2024
Q3 | $1.02M | Hold |
3,110
| – | – | 0.08% | 119 |
|
2024
Q2 | $960K | Hold |
3,110
| – | – | 0.09% | 113 |
|
2024
Q1 | $933K | Hold |
3,110
| – | – | 0.08% | 113 |
|
2023
Q4 | $851K | Hold |
3,110
| – | – | 0.08% | 112 |
|
2023
Q3 | $762K | Buy |
+3,110
| New | +$762K | 0.08% | 116 |
|