PP
Prosperity Planning’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Hold |
2,485
| – | – | 0.25% | 60 |
|
|
2025
Q1 | $789K | Sell |
2,485
-338
| -12% | -$107K | 0.25% | 61 |
|
|
2024
Q4 | $944K | Hold |
2,823
| – | – | 0.3% | 56 |
|
|
2024
Q3 | $922K | Hold |
2,823
| – | – | 0.29% | 57 |
|
|
2024
Q2 | $871K | Hold |
2,823
| – | – | 0.3% | 56 |
|
|
2024
Q1 | $847K | Hold |
2,823
| – | – | 0.29% | 54 |
|
|
2023
Q4 | $773K | Hold |
2,823
| – | – | 0.29% | 55 |
|
|
2023
Q3 | $692K | Sell |
2,823
-367
| -12% | -$89.9K | 0.29% | 55 |
|
|
2023
Q2 | $812K | Sell |
3,190
-240
| -7% | -$61.1K | 0.34% | 53 |
|
|
2023
Q1 | $807K | Sell |
3,430
-163
| -5% | -$38.4K | 0.35% | 53 |
|
|
2022
Q4 | $414K | Hold |
3,593
| – | – | 0.2% | 63 |
|
|
2022
Q3 | $744K | Sell |
3,593
-121
| -3% | -$25.1K | 0.39% | 47 |
|
|
2022
Q2 | $781K | Hold |
3,714
| – | – | 0.4% | 47 |
|
|
2022
Q1 | $974K | Hold |
3,714
| – | – | 0.48% | 38 |
|
|
2021
Q4 | $1.03M | Sell |
3,714
-365
| -9% | -$101K | 0.52% | 38 |
|
|
2021
Q3 | $1.04M | Sell |
4,079
-131
| -3% | -$33.4K | 0.57% | 37 |
|
|
2021
Q2 | $1.08M | Sell |
4,210
-595
| -12% | -$152K | 0.67% | 34 |
|
|
2021
Q1 | $1.14M | Sell |
4,805
-170
| -3% | -$40.3K | 0.81% | 32 |
|
|
2020
Q4 | $1.11M | Buy |
+4,975
| New | +$1.11M | 0.94% | 28 |
|