Shakespeare Wealth Management’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 | $467K | Buy |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $422K | Hold |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $437K | Hold |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $241K | Sell |
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|
2020
Q3 | $762K | Hold |
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|
2020
Q2 | $701K | Hold |
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|
2020
Q1 | $578K | Buy |
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|
2019
Q4 | $260K | Hold |
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|
2019
Q3 | $240K | Hold |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $230K | Hold |
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|
2018
Q4 | $203K | Buy |
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