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Retirement Planning Group (Kansas)’s iShares Russell 3000 ETF IWV Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.26M Hold
3,577
– – 0.05% 125
2025
Q1 		$1.14M Hold
3,577
– – 0.05% 116
2024
Q4 		$1.2M Hold
3,577
– – 0.06% 113
2024
Q3 		$1.17M Hold
3,577
– – 0.06% 114
2024
Q2 		$1.1M Hold
3,577
– – 0.07% 97
2024
Q1 		$1.07M Hold
3,577
– – 0.08% 93
2023
Q4 		$979K Buy
3,577
+669
+23% +$183K 0.09% 77
2023
Q3 		$713K Sell
2,908
-143
-5% -$35K 0.08% 76
2023
Q2 		$776K Hold
3,051
– – 0.08% 75
2023
Q1 		$718K Hold
3,051
– – 0.08% 68
2022
Q4 		$673K Sell
3,051
-20
-0.7% -$4.41K 0.08% 72
2022
Q3 		$636K Hold
3,071
– – 0.08% 70
2022
Q2 		$668K Hold
3,071
– – 0.08% 62
2022
Q1 		$806K Hold
3,071
– – 0.09% 58
2021
Q4 		$852K Hold
3,071
– – 0.08% 51
2021
Q3 		$783K Hold
3,071
– – 0.09% 42
2021
Q2 		$786K Hold
3,071
– – 0.09% 50
2021
Q1 		$729K Hold
3,071
– – 0.1% 38
2020
Q4 		$687K Hold
3,071
– – 0.1% 39
2020
Q3 		$601K Hold
3,071
– – 0.1% 39
2020
Q2 		$553K Sell
3,071
-41
-1% -$7.38K 0.1% 40
2020
Q1 		$462K Hold
3,112
– – 0.11% 38
2019
Q4 		$587K Hold
3,112
– – 0.12% 42
2019
Q3 		$541K Hold
3,112
– – 0.11% 41
2019
Q2 		$536K Hold
3,112
– – 0.12% 39
2019
Q1 		$519K Hold
3,112
– – 0.13% 40
2018
Q4 		$457K Hold
3,112
– – 0.12% 41
2018
Q3 		$536K Sell
3,112
-120
-4% -$20.7K 0.14% 32
2018
Q2 		$525K Hold
3,232
– – 0.14% 32
2018
Q1 		$505K Hold
3,232
– – 0.14% 31
2017
Q4 		$511K Hold
3,232
– – 0.14% 32
2017
Q3 		$482K Hold
3,232
– – 0.14% 31
2017
Q2 		$465K Hold
3,232
– – 0.14% 31
2017
Q1 		$452K Hold
3,232
– – 0.14% 35
2016
Q4 		$430K Hold
3,232
– – 0.14% 35
2016
Q3 		$414K Hold
3,232
– – 0.13% 36
2016
Q2 		$401K Hold
3,232
– – 0.14% 39
2016
Q1 		$391K Hold
3,232
– – 0.14% 40
2015
Q4 		$389K Hold
3,232
– – 0.14% 41
2015
Q3 		$368K Sell
3,232
-250
-7% -$28.5K 0.16% 40
2015
Q2 		$432K Sell
3,482
-100
-3% -$12.4K 0.18% 42
2015
Q1 		$444K Sell
3,582
-448
-11% -$55.5K 0.18% 44
2014
Q4 		$493K Hold
4,030
– – 0.15% 46
2014
Q3 		$471K Hold
4,030
– – 0.15% 45
2014
Q2 		$474K Sell
4,030
-589
-13% -$69.3K 0.14% 51
2014
Q1 		$519K Sell
4,619
-806
-15% -$90.6K 0.17% 48
2013
Q4 		$600K Sell
5,425
-37
-0.7% -$4.09K 0.21% 45
2013
Q3 		$552K Sell
5,462
-2,555
-32% -$258K 0.2% 45
2013
Q2 		$773K Buy
+8,017
New +$773K 0.32% 43