Phillips Financial 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 | $179K | Hold |
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|
2025
Q2 | $166K | Hold |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $158K | Hold |
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|
2024
Q3 | $155K | Sell |
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|
2024
Q2 | $151K | Hold |
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|
2024
Q1 | $147K | Hold |
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|
2023
Q4 | $134K | Hold |
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|
2023
Q3 | $120K | Sell |
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|
2023
Q2 | $139K | Hold |
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|
2023
Q1 | $129K | Hold |
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|
2022
Q4 | $120K | Hold |
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|
2022
Q3 | $113K | Buy |
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