Prime Capital Investment Advisors’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 | $4.35M | Buy |
12,401
+848
| +7% | +$298K | 0.06% | 215 |
|
|
2025
Q1 | $3.67M | Sell |
11,553
-24
| -0.2% | -$7.62K | 0.04% | 274 |
|
|
2024
Q4 | $3.87M | Buy |
11,577
+903
| +8% | +$302K | 0.06% | 222 |
|
|
2024
Q3 | $3.49M | Sell |
10,674
-332
| -3% | -$108K | 0.05% | 248 |
|
|
2024
Q2 | $3.4M | Hold |
11,006
| – | – | 0.05% | 242 |
|
|
2024
Q1 | $3.3M | Sell |
11,006
-349
| -3% | -$105K | 0.05% | 263 |
|
|
2023
Q4 | $3.11M | Buy |
11,355
+9,906
| +684% | +$2.71M | 0.05% | 268 |
|
|
2023
Q3 | $355K | Buy |
1,449
+2
| +0.1% | +$490 | 0.01% | 539 |
|
|
2023
Q2 | $368K | Buy |
+1,447
| New | +$368K | 0.01% | 546 |
|