SWM
SilverOak 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 | $1.35M | Sell |
3,859
-51
| -1% | -$17.9K | 0.25% | 39 |
|
|
2025
Q1 | $1.24M | Hold |
3,910
| – | – | 0.27% | 38 |
|
|
2024
Q4 | $1.31M | Hold |
3,910
| – | – | 0.28% | 39 |
|
|
2024
Q3 | $1.28M | Sell |
3,910
-125
| -3% | -$40.8K | 0.29% | 36 |
|
|
2024
Q2 | $1.25M | Hold |
4,035
| – | – | 0.3% | 35 |
|
|
2024
Q1 | $1.21M | Hold |
4,035
| – | – | 0.3% | 34 |
|
|
2023
Q4 | $1.1M | Buy |
+4,035
| New | +$1.1M | 0.3% | 36 |
|