SWA
Sax Wealth 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 | $3.75M | Buy |
10,671
+660
| +7% | +$232K | 0.23% | 68 |
|
|
2025
Q1 | $3.18M | Buy |
10,011
+455
| +5% | +$145K | 0.23% | 64 |
|
|
2024
Q4 | $3.19M | Sell |
9,556
-249
| -3% | -$83.2K | 0.25% | 54 |
|
|
2024
Q3 | $3.2M | Sell |
9,805
-218
| -2% | -$71.2K | 0.29% | 43 |
|
|
2024
Q2 | $3.09M | Sell |
10,023
-250
| -2% | -$77.2K | 0.29% | 45 |
|
|
2024
Q1 | $3.08M | Buy |
10,273
+9
| +0.1% | +$2.7K | 0.36% | 33 |
|
|
2023
Q4 | $2.81M | Buy |
10,264
+27
| +0.3% | +$7.39K | 0.46% | 40 |
|
|
2023
Q3 | $2.51M | Buy |
10,237
+40
| +0.4% | +$9.8K | 0.49% | 38 |
|
|
2023
Q2 | $2.59M | Sell |
10,197
-166
| -2% | -$42.2K | 0.52% | 37 |
|
|
2023
Q1 | $2.44M | Buy |
10,363
+350
| +3% | +$82.4K | 0.53% | 37 |
|
|
2022
Q4 | $2.21M | Buy |
10,013
+116
| +1% | +$25.6K | 0.51% | 39 |
|
|
2022
Q3 | $2.05M | Sell |
9,897
-966
| -9% | -$200K | 0.53% | 36 |
|
|
2022
Q2 | $2.36M | Sell |
10,863
-853
| -7% | -$185K | 0.6% | 34 |
|
|
2022
Q1 | $3.07M | Buy |
11,716
+14
| +0.1% | +$3.67K | 0.74% | 27 |
|
|
2021
Q4 | $3.25M | Buy |
11,702
+13
| +0.1% | +$3.61K | 0.68% | 30 |
|
|
2021
Q3 | $2.98M | Buy |
11,689
+20
| +0.2% | +$5.1K | 0.71% | 30 |
|
|
2021
Q2 | $2.99M | Sell |
11,669
-212
| -2% | -$54.2K | 1.02% | 26 |
|
|
2021
Q1 | $2.82M | Buy |
11,881
+389
| +3% | +$92.3K | 1.03% | 27 |
|
|
2020
Q4 | $2.57M | Buy |
+11,492
| New | +$2.57M | 1.18% | 24 |
|