Sensible Money’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
3,729
| – | – | 0.5% | 18 |
|
|
2025
Q1 | $1.18M | Hold |
3,729
| – | – | 0.51% | 18 |
|
|
2024
Q4 | $1.25M | Hold |
3,729
| – | – | 0.55% | 17 |
|
|
2024
Q3 | $1.22M | Sell |
3,729
-312
| -8% | -$102K | 0.53% | 18 |
|
|
2024
Q2 | $1.25M | Hold |
4,041
| – | – | 0.61% | 15 |
|
|
2024
Q1 | $1.21M | Hold |
4,041
| – | – | 0.65% | 13 |
|
|
2023
Q4 | $1.11M | Sell |
4,041
-93
| -2% | -$25.5K | 0.66% | 17 |
|
|
2023
Q3 | $1.01M | Hold |
4,134
| – | – | 0.71% | 18 |
|
|
2023
Q2 | $1.05M | Buy |
4,134
+93
| +2% | +$23.7K | 0.77% | 17 |
|
|
2023
Q1 | $951K | Hold |
4,041
| – | – | 0.82% | 19 |
|
|
2022
Q4 | $892K | Buy |
+4,041
| New | +$892K | 0.95% | 19 |
|