Sigma Planning Corp’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 | $2.03M | Buy |
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|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.81M | Buy |
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|
2021
Q3 | $1.62M | Sell |
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|
2021
Q2 | $1.62M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $997K | Sell |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $417K | Buy |
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|
2019
Q2 | $396K | Buy |
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|
2019
Q1 | $296K | Buy |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $275K | Hold |
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|
2018
Q1 | $265K | Sell |
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|
2017
Q4 | $423K | Sell |
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|
2017
Q3 | $521K | Buy |
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|
2017
Q2 | $475K | Buy |
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|
2017
Q1 | $361K | Buy |
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|
2016
Q4 | $205K | Sell |
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|
2016
Q3 | $234K | Buy |
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|
2016
Q2 | $226K | Buy |
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