Private Wealth Management Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
645
| – | – | 0.08% | 77 |
|
|
2025
Q1 | $205K | Hold |
645
| – | – | 0.08% | 78 |
|
|
2024
Q4 | $216K | Hold |
645
| – | – | 0.08% | 77 |
|
|
2024
Q3 | $211K | Hold |
645
| – | – | 0.08% | 72 |
|
|
2024
Q2 | $199K | Hold |
645
| – | – | 0.09% | 74 |
|
|
2024
Q1 | $194K | Sell |
645
-103
| -14% | -$30.9K | 0.09% | 70 |
|
|
2023
Q4 | $205K | Buy |
+748
| New | +$205K | 0.1% | 64 |
|