RVW Wealth’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 | $534K | Buy |
1,522
+58
| +4% | +$20.4K | 0.05% | 95 |
|
|
2025
Q1 | $465K | Hold |
1,464
| – | – | 0.04% | 97 |
|
|
2024
Q4 | $489K | Hold |
1,464
| – | – | 0.05% | 93 |
|
|
2024
Q3 | $478K | Hold |
1,464
| – | – | 0.04% | 94 |
|
|
2024
Q2 | $452K | Sell |
1,464
-4
| -0.3% | -$1.24K | 0.05% | 96 |
|
|
2024
Q1 | $441K | Sell |
1,468
-90
| -6% | -$27K | 0.05% | 95 |
|
|
2023
Q4 | $426K | Sell |
1,558
-34
| -2% | -$9.31K | 0.05% | 96 |
|
|
2023
Q3 | $390K | Sell |
1,592
-428
| -21% | -$105K | 0.05% | 97 |
|
|
2023
Q2 | $514K | Sell |
2,020
-423
| -17% | -$108K | 0.06% | 97 |
|
|
2023
Q1 | $575K | Sell |
2,443
-9
| -0.4% | -$2.12K | 0.07% | 93 |
|
|
2022
Q4 | $541K | Buy |
2,452
+660
| +37% | +$146K | 0.07% | 94 |
|
|
2022
Q3 | $371K | Hold |
1,792
| – | – | 0.05% | 104 |
|
|
2022
Q2 | $390K | Hold |
1,792
| – | – | 0.05% | 101 |
|
|
2022
Q1 | $470K | Hold |
1,792
| – | – | 0.05% | 93 |
|
|
2021
Q4 | $497K | Hold |
1,792
| – | – | 0.06% | 92 |
|
|
2021
Q3 | $0 | Hold |
1,792
| – | – | ﹤0.01% | 105 |
|
|
2021
Q2 | $0 | Sell |
1,792
-84
| -4% | – | ﹤0.01% | 97 |
|
|
2021
Q1 | $1M | Sell |
1,876
-7
| -0.4% | -$3.73K | 0.13% | 80 |
|
|
2020
Q4 | $1M | Hold |
1,883
| – | – | 0.15% | 73 |
|
|
2020
Q3 | $369K | Buy |
1,883
+148
| +9% | +$29K | 0.06% | 79 |
|
|
2020
Q2 | $312K | Sell |
1,735
-850
| -33% | -$153K | 0.06% | 78 |
|
|
2020
Q1 | $383K | Sell |
2,585
-3,638
| -58% | -$539K | 0.09% | 78 |
|
|
2019
Q4 | $1.17M | Hold |
6,223
| – | – | 0.26% | 45 |
|
|
2019
Q3 | $1.08M | Buy |
+6,223
| New | +$1.08M | 0.26% | 42 |
|