Patten 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
Q3 | $363K | Sell |
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|
2025
Q2 | $348K | Sell |
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|
2025
Q1 | $317K | Hold |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $350K | Hold |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $321K | Hold |
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|
2023
Q4 | $293K | Hold |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $355K | Hold |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $330K | Buy |
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|
2020
Q2 | $301K | Buy |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $338K | Sell |
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|
2019
Q3 | $334K | Sell |
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|
2019
Q2 | $861K | Sell |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $840K | Sell |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $970K | Buy |
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|
2018
Q1 | $815K | Buy |
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|
2017
Q4 | $760K | Buy |
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|
2017
Q3 | $717K | Hold |
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|
2017
Q2 | $702K | Buy |
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|
2017
Q1 | $650K | Sell |
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|
2016
Q4 | $676K | Sell |
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|
2016
Q3 | $663K | Sell |
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|
2016
Q2 | $665K | Buy |
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|
2016
Q1 | $622K | Buy |
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|
2015
Q4 | $182K | Buy |
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|
2015
Q3 | $121K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $886K | Hold |
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|
2014
Q4 | $874K | Buy |
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