Retirement Income Solutions’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
Q1 | – | Sell |
-924
| Closed | -$309K | – | 151 |
|
|
2024
Q4 | $309K | Hold |
924
| – | – | 0.06% | 109 |
|
|
2024
Q3 | $302K | Hold |
924
| – | – | 0.07% | 103 |
|
|
2024
Q2 | $285K | Hold |
924
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $277K | Hold |
924
| – | – | 0.06% | 114 |
|
|
2023
Q4 | $253K | Buy |
+924
| New | +$253K | 0.06% | 118 |
|