SignatureFD’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 | $157K | Sell |
447
-21
| -4% | -$7.37K | ﹤0.01% | 1021 |
|
|
2025
Q1 | $149K | Buy |
468
+21
| +5% | +$6.67K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $149K | Hold |
447
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q3 | $146K | Sell |
447
-21
| -4% | -$6.86K | ﹤0.01% | 1021 |
|
|
2024
Q2 | $144K | Sell |
468
-87
| -16% | -$26.9K | ﹤0.01% | 979 |
|
|
2024
Q1 | $167K | Hold |
555
| – | – | ﹤0.01% | 911 |
|
|
2023
Q4 | $152K | Hold |
555
| – | – | ﹤0.01% | 917 |
|
|
2023
Q3 | $136K | Hold |
555
| – | – | ﹤0.01% | 895 |
|
|
2023
Q2 | $141K | Hold |
555
| – | – | ﹤0.01% | 884 |
|
|
2023
Q1 | $131K | Hold |
555
| – | – | ﹤0.01% | 906 |
|
|
2022
Q4 | $122K | Hold |
555
| – | – | ﹤0.01% | 905 |
|
|
2022
Q3 | $115K | Hold |
555
| – | – | ﹤0.01% | 892 |
|
|
2022
Q2 | $121K | Hold |
555
| – | – | ﹤0.01% | 889 |
|
|
2022
Q1 | $146K | Hold |
555
| – | – | ﹤0.01% | 857 |
|
|
2021
Q4 | $154K | Hold |
555
| – | – | ﹤0.01% | 826 |
|
|
2021
Q3 | $141K | Sell |
555
-708
| -56% | -$180K | ﹤0.01% | 832 |
|
|
2021
Q2 | $323K | Hold |
1,263
| – | – | 0.01% | 496 |
|
|
2021
Q1 | $300K | Sell |
1,263
-1,566
| -55% | -$372K | 0.01% | 452 |
|
|
2020
Q4 | $632K | Hold |
2,829
| – | – | 0.03% | 214 |
|
|
2020
Q3 | $554K | Hold |
2,829
| – | – | 0.03% | 217 |
|
|
2020
Q2 | $509K | Sell |
2,829
-987
| -26% | -$178K | 0.03% | 214 |
|
|
2020
Q1 | $566K | Hold |
3,816
| – | – | 0.05% | 172 |
|
|
2019
Q4 | $719K | Buy |
3,816
+288
| +8% | +$54.3K | 0.05% | 168 |
|
|
2019
Q3 | $613K | Buy |
+3,528
| New | +$613K | 0.05% | 164 |
|
|
2019
Q2 | – | Sell |
-9
| Closed | -$2K | – | 2102 |
|
|
2019
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 1780 |
|