SHGA
Sand Hill Global Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
9,855
-26
| -0.3% | -$9.13K | 0.13% | 89 |
|
|
2025
Q1 | $3.14M | Sell |
9,881
-50
| -0.5% | -$15.9K | 0.13% | 87 |
|
|
2024
Q4 | $3.32M | Sell |
9,931
-231
| -2% | -$77.2K | 0.14% | 84 |
|
|
2024
Q3 | $3.32M | Buy |
10,162
+1
| +0% | +$327 | 0.14% | 82 |
|
|
2024
Q2 | $3.14M | Sell |
10,161
-433
| -4% | -$134K | 0.14% | 84 |
|
|
2024
Q1 | $3.18M | Sell |
10,594
-627
| -6% | -$188K | 0.15% | 77 |
|
|
2023
Q4 | $3.07M | Buy |
11,221
+2
| +0% | +$547 | 0.15% | 79 |
|
|
2023
Q3 | $2.75M | Sell |
11,219
-857
| -7% | -$210K | 0.15% | 73 |
|
|
2023
Q2 | $3.07M | Sell |
12,076
-77
| -0.6% | -$19.6K | 0.15% | 71 |
|
|
2023
Q1 | $2.86M | Sell |
12,153
-15
| -0.1% | -$3.53K | 0.15% | 73 |
|
|
2022
Q4 | $2.69M | Sell |
12,168
-623
| -5% | -$137K | 0.15% | 78 |
|
|
2022
Q3 | $2.65M | Sell |
12,791
-23
| -0.2% | -$4.76K | 0.17% | 71 |
|
|
2022
Q2 | $2.79M | Sell |
12,814
-1,721
| -12% | -$374K | 0.16% | 75 |
|
|
2022
Q1 | $3.81M | Buy |
14,535
+108
| +0.7% | +$28.3K | 0.21% | 61 |
|
|
2021
Q4 | $4M | Buy |
14,427
+2
| +0% | +$555 | 0.22% | 61 |
|
|
2021
Q3 | $3.68M | Hold |
14,425
| – | – | 0.22% | 62 |
|
|
2021
Q2 | $3.69M | Sell |
14,425
-981
| -6% | -$251K | 0.23% | 60 |
|
|
2021
Q1 | $3.66M | Sell |
15,406
-1,478
| -9% | -$351K | 0.24% | 59 |
|
|
2020
Q4 | $3.77M | Sell |
16,884
-211
| -1% | -$47.2K | 0.25% | 54 |
|
|
2020
Q3 | $3.35M | Sell |
17,095
-1,286
| -7% | -$252K | 0.25% | 52 |
|
|
2020
Q2 | $3.31M | Sell |
18,381
-802
| -4% | -$144K | 0.26% | 54 |
|
|
2020
Q1 | $2.85M | Sell |
19,183
-201
| -1% | -$29.8K | 0.27% | 54 |
|
|
2019
Q4 | $3.65M | Buy |
+19,384
| New | +$3.65M | 0.33% | 58 |
|