Rockland Trust’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 | $228K | Hold |
650
| – | – | 0.01% | 244 |
|
|
2025
Q1 | $206K | Hold |
650
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $217K | Hold |
650
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $212K | Hold |
650
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $201K | Buy |
+650
| New | +$201K | 0.01% | 293 |
|
|
2021
Q2 | – | Sell |
-960
| Closed | -$228K | – | 281 |
|
|
2021
Q1 | $228K | Hold |
960
| – | – | 0.02% | 253 |
|
|
2020
Q4 | $215K | Buy |
+960
| New | +$215K | 0.02% | 245 |
|