RWA Wealth Partners’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 | $1.04M | Hold |
2,975
| – | – | 0.01% | 321 |
|
|
2025
Q1 | $945K | Hold |
2,975
| – | – | 0.01% | 332 |
|
|
2024
Q4 | $994K | Hold |
2,975
| – | – | 0.01% | 326 |
|
|
2024
Q3 | $972K | Hold |
2,975
| – | – | 0.01% | 328 |
|
|
2024
Q2 | $918K | Buy |
+2,975
| New | +$918K | 0.01% | 314 |
|
|
2018
Q3 | – | Sell |
-834
| Closed | -$135K | – | 477 |
|
|
2018
Q2 | $135K | Hold |
834
| – | – | 0.02% | 279 |
|
|
2018
Q1 | $130K | Buy |
+834
| New | +$130K | 0.02% | 237 |
|