Procyon 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
Q2 | $202K | Sell |
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2025
Q1 | $716K | Sell |
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|
2024
Q4 | $837K | Buy |
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|
2024
Q3 | $665K | Hold |
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|
2024
Q2 | $628K | Hold |
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|
2024
Q1 | $610K | Hold |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $885K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.29M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $21K | Buy |
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