SIA
Schechter Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.18M | Buy |
+3,716
| New | +$1.18M | 0.1% | 204 |
|
|
2023
Q3 | – | Sell |
-1,392
| Closed | -$354K | – | 655 |
|
|
2023
Q2 | $354K | Hold |
1,392
| – | – | 0.03% | 452 |
|
|
2023
Q1 | $328K | Hold |
1,392
| – | – | 0.03% | 506 |
|
|
2022
Q4 | $307K | Hold |
1,392
| – | – | 0.03% | 623 |
|
|
2022
Q3 | $288K | Hold |
1,392
| – | – | 0.03% | 723 |
|
|
2022
Q2 | $303K | Hold |
1,392
| – | – | 0.03% | 708 |
|
|
2022
Q1 | $365K | Hold |
1,392
| – | – | 0.03% | 632 |
|
|
2021
Q4 | $386K | Buy |
+1,392
| New | +$386K | 0.03% | 591 |
|