Reynders McVeigh Capital Management’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 | $316K | Sell |
901
-200
| -18% | -$70.1K | 0.02% | 165 |
|
|
2025
Q1 | $350K | Hold |
1,101
| – | – | 0.02% | 158 |
|
|
2024
Q4 | $368K | Sell |
1,101
-19
| -2% | -$6.35K | 0.02% | 156 |
|
|
2024
Q3 | $366K | Hold |
1,120
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $346K | Sell |
1,120
-101
| -8% | -$31.2K | 0.02% | 157 |
|
|
2024
Q1 | $367K | Sell |
1,221
-80
| -6% | -$24K | 0.02% | 154 |
|
|
2023
Q4 | $356K | Sell |
1,301
-150
| -10% | -$41K | 0.02% | 161 |
|
|
2023
Q3 | $356K | Sell |
1,451
-50
| -3% | -$12.3K | 0.02% | 156 |
|
|
2023
Q2 | $382K | Sell |
1,501
-250
| -14% | -$63.6K | 0.03% | 156 |
|
|
2023
Q1 | $412K | Hold |
1,751
| – | – | 0.03% | 149 |
|
|
2022
Q4 | $386K | Sell |
1,751
-850
| -33% | -$187K | 0.03% | 159 |
|
|
2022
Q3 | $539K | Sell |
2,601
-850
| -25% | -$176K | 0.04% | 129 |
|
|
2022
Q2 | $750K | Hold |
3,451
| – | – | 0.06% | 115 |
|
|
2022
Q1 | $905K | Buy |
+3,451
| New | +$905K | 0.06% | 113 |
|