SWM
Silverlake Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
783
| – | – | 0.08% | 259 |
|
|
2025
Q1 | $249K | Hold |
783
| – | – | 0.09% | 215 |
|
|
2024
Q4 | $262K | Hold |
783
| – | – | 0.1% | 213 |
|
|
2024
Q3 | $256K | Hold |
783
| – | – | 0.1% | 224 |
|
|
2024
Q2 | $242K | Hold |
783
| – | – | 0.1% | 220 |
|
|
2024
Q1 | $235K | Hold |
783
| – | – | 0.12% | 206 |
|
|
2023
Q4 | $214K | Buy |
+783
| New | +$214K | 0.12% | 206 |
|
|
2022
Q2 | – | Sell |
-783
| Closed | -$205K | – | 218 |
|
|
2022
Q1 | $205K | Sell |
783
-254
| -24% | -$66.6K | 0.12% | 206 |
|
|
2021
Q4 | $288K | Buy |
+1,037
| New | +$288K | 0.15% | 155 |
|