SkyOak Wealth’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 | $983K | Sell |
2,800
-13
| -0.5% | -$4.56K | 0.2% | 80 |
|
|
2025
Q1 | $894K | Sell |
2,813
-45
| -2% | -$14.3K | 0.2% | 82 |
|
|
2024
Q4 | $955K | Sell |
2,858
-268
| -9% | -$89.6K | 0.2% | 75 |
|
|
2024
Q3 | $1.02M | Sell |
3,126
-201
| -6% | -$65.7K | 0.23% | 74 |
|
|
2024
Q2 | $1.03M | Buy |
3,327
+91
| +3% | +$28.1K | 0.24% | 72 |
|
|
2024
Q1 | $971K | Sell |
3,236
-88
| -3% | -$26.4K | 0.23% | 77 |
|
|
2023
Q4 | $910K | Sell |
3,324
-52
| -2% | -$14.2K | 0.24% | 80 |
|
|
2023
Q3 | $827K | Hold |
3,376
| – | – | 0.24% | 83 |
|
|
2023
Q2 | $859K | Buy |
3,376
+63
| +2% | +$16K | 0.24% | 82 |
|
|
2023
Q1 | $780K | Buy |
3,313
+79
| +2% | +$18.6K | 0.24% | 89 |
|
|
2022
Q4 | $714K | Buy |
3,234
+5
| +0.2% | +$1.1K | 0.24% | 87 |
|
|
2022
Q3 | $669K | Sell |
3,229
-308
| -9% | -$63.8K | 0.24% | 96 |
|
|
2022
Q2 | $769K | Buy |
3,537
+12
| +0.3% | +$2.61K | 0.26% | 88 |
|
|
2022
Q1 | $925K | Sell |
3,525
-15
| -0.4% | -$3.94K | 0.26% | 89 |
|
|
2021
Q4 | $982K | Sell |
3,540
-34
| -1% | -$9.43K | 0.25% | 89 |
|
|
2021
Q3 | $911K | Sell |
3,574
-160
| -4% | -$40.8K | 0.25% | 88 |
|
|
2021
Q2 | $956K | Sell |
3,734
-213
| -5% | -$54.5K | 0.26% | 85 |
|
|
2021
Q1 | $988K | Sell |
3,947
-388
| -9% | -$97.1K | 0.27% | 81 |
|
|
2020
Q4 | $969K | Sell |
4,335
-1,700
| -28% | -$380K | 0.3% | 87 |
|
|
2020
Q3 | $1.18M | Sell |
6,035
-948
| -14% | -$186K | 0.42% | 67 |
|
|
2020
Q2 | $1.26M | Sell |
6,983
-4,003
| -36% | -$721K | 0.46% | 55 |
|
|
2020
Q1 | $1.63M | Sell |
10,986
-274
| -2% | -$40.7K | 0.83% | 31 |
|
|
2019
Q4 | $2.12M | Buy |
+11,260
| New | +$2.12M | 0.66% | 41 |
|