Punch & Associates Investment Management’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 | $1.64M | Buy |
4,675
+61
| +1% | +$21.4K | 0.1% | 137 |
|
|
2025
Q1 | $1.47M | Sell |
4,614
-108
| -2% | -$34.3K | 0.1% | 136 |
|
|
2024
Q4 | $1.58M | Buy |
4,722
+935
| +25% | +$313K | 0.09% | 143 |
|
|
2024
Q3 | $1.24M | Buy |
3,787
+1,113
| +42% | +$364K | 0.07% | 144 |
|
|
2024
Q2 | $825K | Buy |
2,674
+453
| +20% | +$140K | 0.05% | 154 |
|
|
2024
Q1 | $666K | Buy |
2,221
+383
| +21% | +$115K | 0.04% | 162 |
|
|
2023
Q4 | $503K | Buy |
+1,838
| New | +$503K | 0.03% | 179 |
|