Running Point Capital Advisors’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
Q2
$8.07M Hold
2025
Q1
$7.31M Hold
2024
Q4
$7.69M Hold
2024
Q3
$7.52M Hold
2024
Q2
$7.1M Sell
2024
Q1
$6.9M Hold
2023
Q4
$6.3M Sell
2023
Q3
$6.29M Hold
2023
Q2
$6.53M Hold
2023
Q1
$6.04M Hold
2022
Q4
$5.67M Sell
2022
Q3
$5.32M Hold
2022
Q2
$5.59M Sell
2022
Q1
$6.8M Buy
2021
Q4
$6.62M Sell
2021
Q3
$6.25M Hold
2021
Q2
$6.28M Sell
2021
Q1
$5.92M Sell
2020
Q4
$5.64M Buy