Plante Moran Financial Advisors’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 | $188K | Sell |
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|
2025
Q2 | $704K | Buy |
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|
2025
Q1 | $157K | Hold |
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|
2024
Q4 | $165K | Sell |
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|
2024
Q3 | $181K | Sell |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | $182K | Hold |
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|
2023
Q4 | $166K | Hold |
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|
2023
Q3 | $148K | Hold |
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|
2023
Q2 | $154K | Sell |
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|
2023
Q1 | $163K | Hold |
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|
2022
Q4 | $153K | Buy |
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|
2022
Q3 | $142K | Sell |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $85K | Sell |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $98K | Sell |
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|
2020
Q2 | $94K | Sell |
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|
2020
Q1 | $95K | Sell |
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|
2019
Q4 | $125K | Hold |
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|
2019
Q3 | $115K | Sell |
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|
2019
Q2 | $121K | Hold |
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|
2019
Q1 | $117K | Sell |
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|
2018
Q4 | $1.41M | Buy |
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|
2018
Q3 | $125K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $13K | Buy |
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