Rockwood 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 | $393K | Hold |
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|
2025
Q2 | $364K | Buy |
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|
2025
Q1 | $329K | Hold |
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|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $276K | Buy |
|