Rebalance’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 | $8.63M | Buy |
24,593
+5,757
| +31% | +$2.02M | 0.59% | 18 |
|
|
2025
Q1 | $5.98M | Buy |
18,836
+46
| +0.2% | +$14.6K | 0.44% | 22 |
|
|
2024
Q4 | $6.28M | Buy |
18,790
+54
| +0.3% | +$18K | 0.47% | 22 |
|
|
2024
Q3 | $6.12M | Hold |
18,736
| – | – | 0.45% | 23 |
|
|
2024
Q2 | $5.78M | Hold |
18,736
| – | – | 0.47% | 22 |
|
|
2024
Q1 | $5.62M | Sell |
18,736
-1,473
| -7% | -$442K | 0.46% | 25 |
|
|
2023
Q4 | $5.53M | Sell |
20,209
-934
| -4% | -$256K | 0.48% | 23 |
|
|
2023
Q3 | $5.18M | Hold |
21,143
| – | – | 0.5% | 21 |
|
|
2023
Q2 | $5.38M | Buy |
21,143
+53
| +0.3% | +$13.5K | 0.51% | 21 |
|
|
2023
Q1 | $4.96M | Buy |
21,090
+72
| +0.3% | +$17K | 0.49% | 22 |
|
|
2022
Q4 | $4.64M | Buy |
+21,018
| New | +$4.64M | 0.48% | 22 |
|