Sax Wealth 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
Q3 | $3.87M | Sell |
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|
2025
Q2 | $3.75M | Buy |
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|
2025
Q1 | $3.18M | Buy |
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|
2024
Q4 | $3.19M | Sell |
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|
2024
Q3 | $3.2M | Sell |
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|
2024
Q2 | $3.09M | Sell |
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|
2024
Q1 | $3.08M | Buy |
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|
2023
Q4 | $2.81M | Buy |
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|
2023
Q3 | $2.51M | Buy |
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|
2023
Q2 | $2.59M | Sell |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $2.05M | Sell |
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|
2022
Q2 | $2.36M | Sell |
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|
2022
Q1 | $3.07M | Buy |
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|
2021
Q4 | $3.25M | Buy |
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|
2021
Q3 | $2.98M | Buy |
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|
2021
Q2 | $2.99M | Sell |
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|
2021
Q1 | $2.82M | Buy |
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|
2020
Q4 | $2.57M | Buy |
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