RWM
RKL Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
1,805
+4
| +0.2% | +$1.4K | 0.06% | 116 |
|
|
2025
Q1 | $572K | Buy |
1,801
+5
| +0.3% | +$1.59K | 0.05% | 114 |
|
|
2024
Q4 | $600K | Buy |
1,796
+5
| +0.3% | +$1.67K | 0.05% | 114 |
|
|
2024
Q3 | $585K | Buy |
1,791
+6
| +0.3% | +$1.96K | 0.05% | 97 |
|
|
2024
Q2 | $551K | Buy |
1,785
+5
| +0.3% | +$1.54K | 0.05% | 92 |
|
|
2024
Q1 | $534K | Buy |
1,780
+4
| +0.2% | +$1.2K | 0.05% | 96 |
|
|
2023
Q4 | $486K | Buy |
1,776
+14
| +0.8% | +$3.83K | 0.05% | 98 |
|
|
2023
Q3 | $432K | Hold |
1,762
| – | – | 0.05% | 98 |
|
|
2023
Q2 | $448K | Buy |
1,762
+5
| +0.3% | +$1.27K | 0.05% | 100 |
|
|
2023
Q1 | $414K | Buy |
1,757
+7
| +0.4% | +$1.65K | 0.05% | 102 |
|
|
2022
Q4 | $386K | Buy |
1,750
+16
| +0.9% | +$3.53K | 0.05% | 103 |
|
|
2022
Q3 | $359K | Hold |
1,734
| – | – | 0.05% | 104 |
|
|
2022
Q2 | $377K | Buy |
1,734
+5
| +0.3% | +$1.09K | 0.05% | 102 |
|
|
2022
Q1 | $454K | Buy |
1,729
+5
| +0.3% | +$1.31K | 0.05% | 102 |
|
|
2021
Q4 | $478K | Buy |
1,724
+11
| +0.6% | +$3.05K | 0.06% | 91 |
|
|
2021
Q3 | $437K | Hold |
1,713
| – | – | 0.06% | 91 |
|
|
2021
Q2 | $438K | Buy |
1,713
+8
| +0.5% | +$2.05K | 0.06% | 95 |
|
|
2021
Q1 | $404K | Hold |
1,705
| – | – | 0.05% | 96 |
|
|
2020
Q4 | $381K | Buy |
1,705
+7
| +0.4% | +$1.56K | 0.05% | 97 |
|
|
2020
Q3 | $332K | Buy |
1,698
+6
| +0.4% | +$1.17K | 0.05% | 99 |
|
|
2020
Q2 | $305K | Buy |
1,692
+14
| +0.8% | +$2.52K | 0.05% | 97 |
|
|
2020
Q1 | $249K | Hold |
1,678
| – | – | 0.05% | 105 |
|
|
2019
Q4 | $316K | Buy |
1,678
+16
| +1% | +$3.01K | 0.06% | 106 |
|
|
2019
Q3 | $289K | Hold |
1,662
| – | – | 0.06% | 111 |
|
|
2019
Q2 | $287K | Buy |
1,662
+8
| +0.5% | +$1.38K | 0.05% | 113 |
|
|
2019
Q1 | $276K | Buy |
+1,654
| New | +$276K | 0.05% | 118 |
|
|
2018
Q3 | – | Sell |
-1,624
| Closed | -$264K | – | 127 |
|
|
2018
Q2 | $264K | Hold |
1,624
| – | – | 0.06% | 122 |
|
|
2018
Q1 | $254K | Buy |
1,624
+7
| +0.4% | +$1.1K | 0.06% | 126 |
|
|
2017
Q4 | $256K | Buy |
1,617
+13
| +0.8% | +$2.06K | 0.06% | 128 |
|
|
2017
Q3 | $239K | Hold |
1,604
| – | – | 0.07% | 138 |
|
|
2017
Q2 | $231K | Hold |
1,604
| – | – | 0.07% | 132 |
|
|
2017
Q1 | $224K | Hold |
1,604
| – | – | 0.09% | 110 |
|
|
2016
Q4 | $213K | Hold |
1,604
| – | – | 0.1% | 95 |
|
|
2016
Q3 | $206K | Hold |
1,604
| – | – | 0.1% | 73 |
|
|
2016
Q2 | $200K | Buy |
+1,604
| New | +$200K | 0.1% | 71 |
|