Perigon Wealth Management’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 | $717K | Buy |
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|
2025
Q2 | $664K | Buy |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $574K | Buy |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $354K | Hold |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $288K | Hold |
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|
2020
Q3 | $252K | Sell |
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|
2020
Q2 | $257K | Sell |
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|
2020
Q1 | $256K | Buy |
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