Sand Hill Global 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 | $3.46M | Sell |
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|
2025
Q1 | $3.14M | Sell |
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|
2024
Q4 | $3.32M | Sell |
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|
2024
Q3 | $3.32M | Buy |
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|
2024
Q2 | $3.14M | Sell |
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|
2024
Q1 | $3.18M | Sell |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.75M | Sell |
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|
2023
Q2 | $3.07M | Sell |
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|
2023
Q1 | $2.86M | Sell |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.65M | Sell |
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|
2022
Q2 | $2.79M | Sell |
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|
2022
Q1 | $3.81M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.68M | Hold |
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|
2021
Q2 | $3.69M | Sell |
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|
2021
Q1 | $3.65M | Sell |
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|
2020
Q4 | $3.77M | Sell |
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|
2020
Q3 | $3.35M | Sell |
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|
2020
Q2 | $3.31M | Sell |
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|
2020
Q1 | $2.85M | Sell |
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|
2019
Q4 | $3.65M | Buy |
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