RIA
Realta Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Hold |
395
| – | – | 0.05% | 192 |
|
|
2025
Q1 | $125K | Hold |
395
| – | – | 0.06% | 194 |
|
|
2024
Q4 | $134K | Sell |
395
-99
| -20% | -$33.5K | 0.05% | 209 |
|
|
2024
Q3 | $164K | Sell |
494
-929
| -65% | -$309K | 0.08% | 191 |
|
|
2024
Q2 | $439K | Sell |
1,423
-113
| -7% | -$34.9K | 0.09% | 253 |
|
|
2024
Q1 | $461K | Sell |
1,536
-2
| -0.1% | -$600 | 0.1% | 246 |
|
|
2023
Q4 | $421K | Sell |
1,538
-198
| -11% | -$54.2K | 0.1% | 245 |
|
|
2023
Q3 | $442K | Hold |
1,736
| – | – | 0.1% | 228 |
|
|
2023
Q2 | $442K | Buy |
1,736
+1
| +0.1% | +$254 | 0.1% | 233 |
|
|
2023
Q1 | $408K | Sell |
1,735
-9
| -0.5% | -$2.12K | 0.1% | 233 |
|
|
2022
Q4 | $385K | Sell |
1,744
-101
| -5% | -$22.3K | 0.09% | 248 |
|
|
2022
Q3 | $382K | Buy |
1,845
+2
| +0.1% | +$414 | 0.1% | 235 |
|
|
2022
Q2 | $406K | Buy |
1,843
+92
| +5% | +$20.3K | 0.1% | 220 |
|
|
2022
Q1 | $459K | Sell |
1,751
-133
| -7% | -$34.9K | 0.09% | 231 |
|
|
2021
Q4 | $523K | Buy |
1,884
+1
| +0.1% | +$278 | 0.12% | 207 |
|
|
2021
Q3 | $480K | Buy |
1,883
+151
| +9% | +$38.5K | 0.11% | 208 |
|
|
2021
Q2 | $443K | Sell |
1,732
-80
| -4% | -$20.5K | 0.11% | 227 |
|
|
2021
Q1 | $430K | Buy |
1,812
+248
| +16% | +$58.9K | 0.11% | 221 |
|
|
2020
Q4 | $350K | Buy |
+1,564
| New | +$350K | 0.1% | 222 |
|
|
2020
Q1 | – | Sell |
-334
| Closed | -$62K | – | 863 |
|
|
2019
Q4 | $62K | Hold |
334
| – | – | 0.02% | 619 |
|
|
2019
Q3 | $58K | Hold |
334
| – | – | 0.02% | 633 |
|
|
2019
Q2 | $57K | Buy |
334
+134
| +67% | +$22.9K | 0.02% | 638 |
|
|
2019
Q1 | $33K | Buy |
+200
| New | +$33K | 0.02% | 649 |
|