Rehmann Capital Advisory Group’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 | $559K | Buy |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $466K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $635K | Sell |
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|
2021
Q4 | $897K | Buy |
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|
2021
Q3 | $600K | Buy |
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|
2021
Q2 | $602K | Hold |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $525K | Buy |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $543K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $382K | Buy |
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|
2019
Q1 | $330K | Buy |
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|
2018
Q4 | $35.4K | Sell |
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|
2018
Q3 | $75.4K | Hold |
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|
2018
Q2 | $71K | Sell |
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|
2018
Q1 | $70K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $260K | Sell |
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|
2017
Q2 | $255K | Hold |
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|
2017
Q1 | $248K | Buy |
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|
2016
Q4 | $235K | Hold |
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|
2016
Q3 | $227K | Hold |
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|
2016
Q2 | $219K | Hold |
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|
2016
Q1 | $214K | Sell |
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|
2015
Q4 | $375K | Buy |
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|
2015
Q3 | $204K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $350K | Buy |
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|
2013
Q3 | $319K | Buy |
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|
2013
Q2 | $302K | Buy |
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