Pure Financial Advisors’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 | $1.3M | Buy |
3,704
+65
| +2% | +$22.8K | 0.02% | 180 |
|
|
2025
Q1 | $1.16M | Sell |
3,639
-25
| -0.7% | -$7.94K | 0.02% | 163 |
|
|
2024
Q4 | $1.22M | Buy |
3,664
+46
| +1% | +$15.4K | 0.03% | 154 |
|
|
2024
Q3 | $1.18M | Sell |
3,618
-179
| -5% | -$58.5K | 0.03% | 143 |
|
|
2024
Q2 | $1.17M | Sell |
3,797
-33
| -0.9% | -$10.2K | 0.03% | 140 |
|
|
2024
Q1 | $1.15M | Sell |
3,830
-70
| -2% | -$21K | 0.04% | 144 |
|
|
2023
Q4 | $1.07M | Sell |
3,900
-661
| -14% | -$181K | 0.04% | 142 |
|
|
2023
Q3 | $1.12M | Sell |
4,561
-8
| -0.2% | -$1.96K | 0.05% | 121 |
|
|
2023
Q2 | $1.16M | Sell |
4,569
-159
| -3% | -$40.5K | 0.05% | 119 |
|
|
2023
Q1 | $1.11M | Sell |
4,728
-35
| -0.7% | -$8.24K | 0.05% | 119 |
|
|
2022
Q4 | $1.05M | Sell |
4,763
-310
| -6% | -$68.4K | 0.05% | 117 |
|
|
2022
Q3 | $1.05M | Buy |
5,073
+220
| +5% | +$45.5K | 0.06% | 111 |
|
|
2022
Q2 | $1.06M | Buy |
4,853
+925
| +24% | +$201K | 0.07% | 110 |
|
|
2022
Q1 | $1.03M | Buy |
3,928
+363
| +10% | +$95.3K | 0.05% | 103 |
|
|
2021
Q4 | $989K | Sell |
3,565
-39
| -1% | -$10.8K | 0.05% | 99 |
|
|
2021
Q3 | $919K | Sell |
3,604
-166
| -4% | -$42.3K | 0.07% | 95 |
|
|
2021
Q2 | $965K | Sell |
3,770
-74
| -2% | -$18.9K | 0.08% | 95 |
|
|
2021
Q1 | $912K | Sell |
3,844
-19
| -0.5% | -$4.51K | 0.09% | 92 |
|
|
2020
Q4 | $863K | Sell |
3,863
-44
| -1% | -$9.83K | 0.1% | 89 |
|
|
2020
Q3 | $765K | Sell |
3,907
-202
| -5% | -$39.6K | 0.11% | 84 |
|
|
2020
Q2 | $740K | Sell |
4,109
-384
| -9% | -$69.2K | 0.12% | 81 |
|
|
2020
Q1 | $666K | Sell |
4,493
-16
| -0.4% | -$2.37K | 0.11% | 78 |
|
|
2019
Q4 | $850K | Sell |
4,509
-119
| -3% | -$22.4K | 0.15% | 74 |
|
|
2019
Q3 | $804K | Sell |
4,628
-70
| -1% | -$12.2K | 0.15% | 75 |
|
|
2019
Q2 | $810K | Hold |
4,698
| – | – | 0.15% | 74 |
|
|
2019
Q1 | $783K | Hold |
4,698
| – | – | 0.15% | 74 |
|
|
2018
Q4 | $690K | Buy |
4,698
+1,009
| +27% | +$148K | 0.14% | 75 |
|
|
2018
Q3 | $636K | Buy |
+3,689
| New | +$636K | 0.14% | 74 |
|
|
2017
Q4 | – | Sell |
-4,443
| Closed | -$663K | – | 55 |
|
|
2017
Q3 | $663K | Hold |
4,443
| – | – | 0.17% | 54 |
|
|
2017
Q2 | $640K | Buy |
4,443
+8
| +0.2% | +$1.15K | 0.17% | 58 |
|
|
2017
Q1 | $620K | Sell |
4,435
-979
| -18% | -$137K | 0.18% | 58 |
|
|
2016
Q4 | $720K | Buy |
5,414
+269
| +5% | +$35.8K | 0.22% | 48 |
|
|
2016
Q3 | $660K | Sell |
5,145
-50
| -1% | -$6.41K | 0.21% | 49 |
|
|
2016
Q2 | $644K | Sell |
5,195
-13,746
| -73% | -$1.7M | 0.22% | 43 |
|
|
2016
Q1 | $1.19M | Buy |
+18,941
| New | +$1.19M | 0.43% | 30 |
|