Phillips Financial Management’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 | $166K | Hold |
473
| – | – | 0.01% | 189 |
|
|
2025
Q1 | $150K | Hold |
473
| – | – | 0.01% | 184 |
|
|
2024
Q4 | $158K | Hold |
473
| – | – | 0.01% | 179 |
|
|
2024
Q3 | $155K | Sell |
473
-16
| -3% | -$5.23K | 0.01% | 188 |
|
|
2024
Q2 | $151K | Hold |
489
| – | – | 0.01% | 191 |
|
|
2024
Q1 | $147K | Hold |
489
| – | – | 0.01% | 186 |
|
|
2023
Q4 | $134K | Hold |
489
| – | – | 0.01% | 173 |
|
|
2023
Q3 | $120K | Sell |
489
-57
| -10% | -$14K | 0.01% | 172 |
|
|
2023
Q2 | $139K | Hold |
546
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $129K | Hold |
546
| – | – | 0.01% | 176 |
|
|
2022
Q4 | $120K | Hold |
546
| – | – | 0.01% | 163 |
|
|
2022
Q3 | $113K | Buy |
+546
| New | +$113K | 0.01% | 156 |
|