Sabal Trust’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
Q1 | $244K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $817K | Hold |
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|
2022
Q3 | $766K | Hold |
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|
2022
Q2 | $804K | Hold |
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|
2022
Q1 | $971K | Buy |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $926K | Buy |
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