RIA Advisory Group’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 | $263K | Sell |
750
-8
| -1% | -$2.81K | 0.08% | 105 |
|
|
2025
Q1 | $241K | Buy |
758
+8
| +1% | +$2.54K | 0.08% | 121 |
|
|
2024
Q4 | $251K | Sell |
750
-98
| -12% | -$32.7K | 0.09% | 120 |
|
|
2024
Q3 | $277K | Buy |
+848
| New | +$277K | 0.1% | 107 |
|
|
2024
Q1 | $254K | Buy |
+847
| New | +$254K | 0.1% | 119 |
|
|
2023
Q4 | – | Sell |
-851
| Closed | -$208K | – | 144 |
|
|
2023
Q3 | $208K | Sell |
851
-4
| -0.5% | -$980 | 0.09% | 107 |
|
|
2023
Q2 | $218K | Sell |
855
-86
| -9% | -$21.9K | 0.09% | 108 |
|
|
2023
Q1 | $222K | Buy |
+941
| New | +$222K | 0.1% | 105 |
|