SMWM
Silvia McColl 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 | $1.95M | Sell |
5,544
-13
| -0.2% | -$4.56K | 1.41% | 18 |
|
|
2025
Q1 | $1.77M | Sell |
5,557
-27
| -0.5% | -$8.58K | 1.34% | 17 |
|
|
2024
Q4 | $1.87M | Sell |
5,584
-27
| -0.5% | -$9.03K | 1.4% | 18 |
|
|
2024
Q3 | $1.83M | Sell |
5,611
-15
| -0.3% | -$4.9K | 1.37% | 17 |
|
|
2024
Q2 | $1.74M | Sell |
5,626
-16
| -0.3% | -$4.94K | 1.44% | 14 |
|
|
2024
Q1 | $1.66M | Sell |
5,642
-49
| -0.9% | -$14.4K | 1.42% | 14 |
|
|
2023
Q4 | $1.56M | Hold |
5,691
| – | – | 1.4% | 17 |
|
|
2023
Q3 | $1.39M | Hold |
5,691
| – | – | 1.39% | 14 |
|
|
2023
Q2 | $1.45M | Sell |
5,691
-86
| -1% | -$21.9K | 1.34% | 14 |
|
|
2023
Q1 | $1.36M | Sell |
5,777
-25
| -0.4% | -$5.89K | 1.35% | 16 |
|
|
2022
Q4 | $1.28M | Buy |
+5,802
| New | +$1.28M | 1.26% | 20 |
|