Rappaport Reiches Capital 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
Q1 | $321K | Hold |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $336K | Hold |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $571K | Hold |
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|
2022
Q4 | $535K | Hold |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $540K | Hold |
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|
2022
Q1 | $653K | Hold |
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|
2021
Q4 | $686K | Sell |
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|
2021
Q3 | $644K | Hold |
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|
2021
Q2 | $646K | Buy |
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