Partners Capital Investment Group’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 | $10.4M | Sell |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $10.9M | Buy |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $9.6M | Sell |
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|
2023
Q3 | $8.76M | Hold |
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|
2023
Q2 | $9.09M | Buy |
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|
2023
Q1 | $1.38M | Hold |
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|
2022
Q4 | $1.29M | Hold |
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|
2022
Q3 | $1.21M | Hold |
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|
2022
Q2 | $1.27M | Hold |
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|
2022
Q1 | $1.54M | Hold |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $1.63M | Hold |
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|
2021
Q2 | $1.64M | Hold |
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|
2021
Q1 | $1.52M | Hold |
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|
2020
Q4 | $1.43M | Hold |
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|
2020
Q3 | $1.25M | Hold |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.1M | Hold |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $26K | Buy |
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