RKL Wealth Management’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 | $686K | Buy |
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|
2025
Q2 | $634K | Buy |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $585K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $534K | Buy |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $359K | Hold |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $454K | Buy |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $437K | Hold |
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|
2021
Q2 | $438K | Buy |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $381K | Buy |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q2 | $305K | Buy |
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|
2020
Q1 | $249K | Hold |
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|
2019
Q4 | $316K | Buy |
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|
2019
Q3 | $289K | Hold |
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|
2019
Q2 | $287K | Buy |
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|
2019
Q1 | $276K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $264K | Hold |
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|
2018
Q1 | $254K | Buy |
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|
2017
Q4 | $256K | Buy |
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|
2017
Q3 | $239K | Hold |
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|
2017
Q2 | $231K | Hold |
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|
2017
Q1 | $224K | Hold |
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|
2016
Q4 | $213K | Hold |
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|
2016
Q3 | $206K | Hold |
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|
2016
Q2 | $200K | Buy |
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