SWA
Sightline Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
2,052
+5
| +0.2% | +$1.76K | 0.35% | 44 |
|
|
2025
Q1 | $650K | Buy |
2,047
+5
| +0.2% | +$1.59K | 0.34% | 45 |
|
|
2024
Q4 | $682K | Buy |
2,042
+7
| +0.3% | +$2.34K | 0.37% | 42 |
|
|
2024
Q3 | $665K | Buy |
2,035
+6
| +0.3% | +$1.96K | 0.37% | 43 |
|
|
2024
Q2 | $626K | Buy |
2,029
+5
| +0.2% | +$1.54K | 0.39% | 42 |
|
|
2024
Q1 | $607K | Buy |
2,024
+5
| +0.2% | +$1.5K | 0.4% | 38 |
|
|
2023
Q4 | $553K | Buy |
2,019
+17
| +0.8% | +$4.65K | 0.42% | 39 |
|
|
2023
Q3 | $491K | Buy |
2,002
+24
| +1% | +$5.88K | 0.46% | 40 |
|
|
2023
Q2 | $466K | Hold |
1,978
| – | – | 0.46% | 33 |
|
|
2023
Q1 | $466K | Buy |
1,978
+7
| +0.4% | +$1.65K | 0.48% | 31 |
|
|
2022
Q4 | $435K | Buy |
1,971
+9
| +0.5% | +$1.99K | 0.47% | 35 |
|
|
2022
Q3 | $416K | Buy |
1,962
+7
| +0.4% | +$1.48K | 0.49% | 33 |
|
|
2022
Q2 | $423K | Buy |
1,955
+4
| +0.2% | +$865 | 0.41% | 35 |
|
|
2022
Q1 | $512K | Buy |
1,951
+4
| +0.2% | +$1.05K | 0.43% | 34 |
|
|
2021
Q4 | $543K | Buy |
1,947
+9
| +0.5% | +$2.51K | 0.49% | 28 |
|
|
2021
Q3 | $494K | Hold |
1,938
| – | – | 0.41% | 33 |
|
|
2021
Q2 | $496K | Buy |
1,938
+6
| +0.3% | +$1.54K | 0.41% | 36 |
|
|
2021
Q1 | $460K | Sell |
1,932
-15
| -0.8% | -$3.57K | 0.43% | 36 |
|
|
2020
Q4 | $435K | Buy |
+1,947
| New | +$435K | 0.43% | 38 |
|