SPP
Single Point Partners’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
10,654
+490
| +5% | +$172K | 0.82% | 21 |
|
|
2025
Q1 | $3.23M | Buy |
10,164
+7
| +0.1% | +$2.22K | 0.76% | 23 |
|
|
2024
Q4 | $3.4M | Buy |
+10,157
| New | +$3.4M | 0.78% | 22 |
|
|
2024
Q2 | – | Sell |
-10,416
| Closed | -$3.13M | – | 56 |
|
|
2024
Q1 | $3.13M | Buy |
10,416
+7
| +0.1% | +$2.1K | 0.73% | 24 |
|
|
2023
Q4 | $2.85M | Buy |
10,409
+1,386
| +15% | +$379K | 0.71% | 28 |
|
|
2023
Q3 | $2.22M | Buy |
+9,023
| New | +$2.22M | 0.58% | 29 |
|
|
2023
Q2 | – | Sell |
-10,456
| Closed | -$2.46M | – | 112 |
|
|
2023
Q1 | $2.46M | Sell |
10,456
-377
| -3% | -$88.7K | 0.54% | 31 |
|
|
2022
Q4 | $2.39M | Buy |
10,833
+7,054
| +187% | +$1.56M | 0.57% | 27 |
|
|
2022
Q3 | $782K | Buy |
+3,779
| New | +$782K | 0.21% | 48 |
|