Prosperity Planning’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
Q3 | $942K | Hold |
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|
2025
Q2 | $872K | Hold |
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|
2025
Q1 | $789K | Sell |
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|
2024
Q4 | $944K | Hold |
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|
2024
Q3 | $922K | Hold |
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|
2024
Q2 | $871K | Hold |
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|
2024
Q1 | $847K | Hold |
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|
2023
Q4 | $773K | Hold |
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|
2023
Q3 | $692K | Sell |
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|
2023
Q2 | $812K | Sell |
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|
2023
Q1 | $807K | Sell |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $744K | Sell |
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|
2022
Q2 | $781K | Hold |
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|
2022
Q1 | $974K | Hold |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.11M | Buy |
|