SI
Saxon Interests’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,634
| Closed | -$1.88M | – | 197 |
|
|
2024
Q4 | $1.88M | Sell |
5,634
-1,878
| -25% | -$628K | 0.83% | 30 |
|
|
2024
Q3 | $2.45M | Sell |
7,512
-111
| -1% | -$36.3K | 1.12% | 22 |
|
|
2024
Q2 | $2.35M | Sell |
7,623
-803
| -10% | -$248K | 1.12% | 22 |
|
|
2024
Q1 | $2.53M | Sell |
8,426
-71
| -0.8% | -$21.3K | 1.21% | 19 |
|
|
2023
Q4 | $2.33M | Buy |
+8,497
| New | +$2.33M | 1.16% | 18 |
|
|
2023
Q3 | – | Sell |
-8,632
| Closed | -$2.2M | – | 131 |
|
|
2023
Q2 | $2.2M | Buy |
+8,632
| New | +$2.2M | 1.18% | 22 |
|