Smartleaf Asset 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 | $916K | Buy |
2,622
+477
| +22% | +$167K | 0.08% | 272 |
|
|
2025
Q1 | $678K | Sell |
2,145
-48
| -2% | -$15.2K | 0.07% | 295 |
|
|
2024
Q4 | $736K | Sell |
2,193
-320
| -13% | -$107K | 0.08% | 267 |
|
|
2024
Q3 | $818K | Sell |
2,513
-18
| -0.7% | -$5.86K | 0.1% | 228 |
|
|
2024
Q2 | $785K | Sell |
2,531
-199
| -7% | -$61.7K | 0.13% | 183 |
|
|
2024
Q1 | $819K | Sell |
2,730
-142
| -5% | -$42.6K | 0.16% | 155 |
|
|
2023
Q4 | $789K | Buy |
+2,872
| New | +$789K | 0.21% | 106 |
|