Retirement Planning Group (Kansas)’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
Q3 | $1.42M | Buy |
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|
2025
Q2 | $1.26M | Hold |
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|
2025
Q1 | $1.14M | Hold |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $1.17M | Hold |
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|
2024
Q2 | $1.1M | Hold |
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|
2024
Q1 | $1.07M | Hold |
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|
2023
Q4 | $979K | Buy |
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|
2023
Q3 | $713K | Sell |
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|
2023
Q2 | $776K | Hold |
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|
2023
Q1 | $718K | Hold |
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|
2022
Q4 | $673K | Sell |
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|
2022
Q3 | $636K | Hold |
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|
2022
Q2 | $668K | Hold |
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|
2022
Q1 | $806K | Hold |
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|
2021
Q4 | $852K | Hold |
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|
2021
Q3 | $783K | Hold |
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|
2021
Q2 | $786K | Hold |
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|
2021
Q1 | $729K | Hold |
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|
2020
Q4 | $687K | Hold |
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|
2020
Q3 | $601K | Hold |
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|
2020
Q2 | $553K | Sell |
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|
2020
Q1 | $462K | Hold |
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|
2019
Q4 | $587K | Hold |
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|
2019
Q3 | $541K | Hold |
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|
2019
Q2 | $536K | Hold |
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|
2019
Q1 | $519K | Hold |
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|
2018
Q4 | $457K | Hold |
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|
2018
Q3 | $536K | Sell |
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|
2018
Q2 | $525K | Hold |
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|
2018
Q1 | $505K | Hold |
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|
2017
Q4 | $511K | Hold |
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|
2017
Q3 | $482K | Hold |
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|
2017
Q2 | $465K | Hold |
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|
2017
Q1 | $452K | Hold |
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|
2016
Q4 | $430K | Hold |
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|
2016
Q3 | $414K | Hold |
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|
2016
Q2 | $401K | Hold |
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|
2016
Q1 | $391K | Hold |
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|
2015
Q4 | $389K | Hold |
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|
2015
Q3 | $368K | Sell |
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|
2015
Q2 | $432K | Sell |
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|
2015
Q1 | $444K | Sell |
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|
2014
Q4 | $493K | Hold |
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|
2014
Q3 | $471K | Hold |
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|
2014
Q2 | $474K | Sell |
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|
2014
Q1 | $519K | Sell |
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|
2013
Q4 | $600K | Sell |
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|
2013
Q3 | $552K | Sell |
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|
2013
Q2 | $773K | Buy |
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