Silver Oak Securities’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 | $1.89K | Hold |
5
| – | – | ﹤0.01% | 694 |
|
|
2025
Q1 | $1.7K | Hold |
5
| – | – | ﹤0.01% | 653 |
|
|
2024
Q4 | $1.8K | Hold |
5
| – | – | ﹤0.01% | 628 |
|
|
2024
Q3 | $1.75K | Hold |
5
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $1.66K | Hold |
5
| – | – | ﹤0.01% | 486 |
|
|
2024
Q1 | $1.61K | Sell |
5
-163
| -97% | -$52.4K | ﹤0.01% | 477 |
|
|
2023
Q4 | $46.1K | Hold |
168
| – | – | 0.01% | 486 |
|
|
2023
Q3 | $41.3K | Buy |
+168
| New | +$41.3K | 0.01% | 382 |
|
|
2023
Q2 | – | Sell |
-2,599
| Closed | -$614K | – | 461 |
|
|
2023
Q1 | $614K | Buy |
2,599
+120
| +5% | +$28.3K | 0.1% | 166 |
|
|
2022
Q4 | $547K | Buy |
2,479
+2,311
| +1,376% | +$510K | 0.1% | 143 |
|
|
2022
Q3 | $41.3K | Sell |
168
-709
| -81% | -$174K | 0.01% | 382 |
|
|
2022
Q2 | $200K | Sell |
877
-1,498
| -63% | -$342K | 0.04% | 264 |
|
|
2022
Q1 | $610K | Buy |
+2,375
| New | +$610K | 0.12% | 146 |
|