PJWM
Philip James Wealth Mangement’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
661
+2
| +0.3% | +$702 | 0.03% | 154 |
|
|
2025
Q1 | $209K | Buy |
659
+2
| +0.3% | +$635 | 0.03% | 161 |
|
|
2024
Q4 | $220K | Buy |
657
+2
| +0.3% | +$669 | 0.03% | 162 |
|
|
2024
Q3 | $214K | Buy |
655
+2
| +0.3% | +$654 | 0.03% | 153 |
|
|
2024
Q2 | $202K | Buy |
+653
| New | +$202K | 0.13% | 75 |
|