Partners in Financial Planning’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 | $214K | Buy |
+611
| New | +$214K | 0.04% | 104 |
|
|
2025
Q1 | – | Sell |
-891
| Closed | -$298K | – | 106 |
|
|
2024
Q4 | $298K | Hold |
891
| – | – | 0.06% | 87 |
|
|
2024
Q3 | $291K | Hold |
891
| – | – | 0.06% | 88 |
|
|
2024
Q2 | $275K | Hold |
891
| – | – | 0.06% | 87 |
|
|
2024
Q1 | $267K | Hold |
891
| – | – | 0.06% | 90 |
|
|
2023
Q4 | $244K | Hold |
891
| – | – | 0.06% | 89 |
|
|
2023
Q3 | $218K | Hold |
891
| – | – | 0.06% | 92 |
|
|
2023
Q2 | $227K | Hold |
891
| – | – | 0.06% | 90 |
|
|
2023
Q1 | $210K | Buy |
+891
| New | +$210K | 0.06% | 91 |
|
|
2022
Q4 | – | Sell |
-891
| Closed | -$204K | – | 93 |
|
|
2022
Q3 | $204K | Hold |
891
| – | – | 0.06% | 90 |
|
|
2022
Q2 | $210K | Hold |
891
| – | – | 0.07% | 91 |
|
|
2022
Q1 | $220K | Hold |
891
| – | – | 0.07% | 85 |
|
|
2021
Q4 | $229K | Hold |
891
| – | – | 0.07% | 85 |
|
|
2021
Q3 | $227K | Hold |
891
| – | – | 0.07% | 85 |
|
|
2021
Q2 | $228K | Buy |
+891
| New | +$228K | 0.07% | 83 |
|