Pittenger & Anderson Inc’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
395
-5
| -1% | -$1.76K | 0.01% | 232 |
|
|
2025
Q1 | $127K | Hold |
400
| – | – | ﹤0.01% | 232 |
|
|
2024
Q4 | $134K | Hold |
400
| – | – | ﹤0.01% | 244 |
|
|
2024
Q3 | $131K | Sell |
400
-50
| -11% | -$16.3K | ﹤0.01% | 258 |
|
|
2024
Q2 | $139K | Hold |
450
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $135K | Hold |
450
| – | – | 0.01% | 250 |
|
|
2023
Q4 | $123K | Sell |
450
-70
| -13% | -$19.2K | 0.01% | 250 |
|
|
2023
Q3 | $127K | Buy |
+520
| New | +$127K | 0.01% | 221 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$2K | – | 467 |
|
|
2021
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 426 |
|