Rockwood Wealth 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 | $364K | Buy |
1,038
+1
| +0.1% | +$351 | 0.03% | 73 |
|
|
2025
Q1 | $329K | Hold |
1,037
| – | – | 0.03% | 68 |
|
|
2024
Q4 | $348K | Hold |
1,037
| – | – | 0.04% | 64 |
|
|
2024
Q3 | $339K | Hold |
1,037
| – | – | 0.04% | 63 |
|
|
2024
Q2 | $320K | Hold |
1,037
| – | – | 0.04% | 62 |
|
|
2024
Q1 | $311K | Hold |
1,037
| – | – | 0.04% | 64 |
|
|
2023
Q4 | $284K | Hold |
1,037
| – | – | 0.04% | 60 |
|
|
2023
Q3 | $254K | Hold |
1,037
| – | – | 0.04% | 55 |
|
|
2023
Q2 | $264K | Hold |
1,037
| – | – | 0.05% | 66 |
|
|
2023
Q1 | $244K | Sell |
1,037
-14
| -1% | -$3.3K | 0.05% | 62 |
|
|
2022
Q4 | $232K | Hold |
1,051
| – | – | 0.05% | 61 |
|
|
2022
Q3 | $218K | Sell |
1,051
-1
| -0.1% | -$207 | 0.07% | 63 |
|
|
2022
Q2 | $229K | Hold |
1,052
| – | – | 0.11% | 63 |
|
|
2022
Q1 | $276K | Buy |
+1,052
| New | +$276K | 0.13% | 62 |
|