Prosperity Financial Group’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 | $275K | Hold |
783
| – | – | 0.12% | 133 |
|
|
2025
Q1 | $249K | Hold |
783
| – | – | 0.12% | 130 |
|
|
2024
Q4 | $262K | Hold |
783
| – | – | 0.13% | 129 |
|
|
2024
Q3 | $256K | Hold |
783
| – | – | 0.14% | 125 |
|
|
2024
Q2 | $242K | Hold |
783
| – | – | 0.15% | 119 |
|
|
2024
Q1 | $235K | Hold |
783
| – | – | 0.15% | 125 |
|
|
2023
Q4 | $214K | Buy |
+783
| New | +$214K | 0.15% | 117 |
|