Quadrant Private Wealth Management’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
Q2 | $892K | Buy |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | $546K | Buy |
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|
2024
Q3 | $532K | Buy |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $404K | Hold |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $446K | Sell |
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $563K | Buy |
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|
2021
Q1 | $520K | Hold |
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|
2020
Q4 | $490K | Buy |
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|
2020
Q3 | $428K | Sell |
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|
2020
Q2 | $402K | Sell |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $518K | Sell |
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|
2019
Q3 | $503K | Hold |
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|
2019
Q2 | $499K | Buy |
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|
2019
Q1 | $480K | Buy |
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|
2018
Q4 | $422K | Buy |
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|
2018
Q3 | $489K | Buy |
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|
2018
Q2 | $459K | Hold |
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|
2018
Q1 | $442K | Buy |
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|
2017
Q4 | $296K | Buy |
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