SOL Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

SOL Capital Management’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$425K	Hold
2025 Q1	$384K	Hold
2024 Q4	$404K	Hold
2024 Q3	$395K	Hold
2024 Q2	$373K	Hold
2024 Q1	$363K	Hold
2023 Q4	$331K	Hold
2023 Q3	$297K	Sell
2023 Q2	$335K	Hold
2023 Q1	$310K	Hold
2022 Q4	$291K	Hold
2022 Q3	$273K	Hold
2022 Q2	$286K	Hold
2022 Q1	$346K	Hold
2021 Q4	$365K	Hold
2021 Q3	$336K	Sell
2021 Q2	$363K	Sell
2021 Q1	$349K	Sell
2020 Q4	$331K	Hold
2020 Q3	$290K	Hold
2020 Q2	$267K	Hold
2020 Q1	$220K	Hold
2019 Q4	$279K	Sell
2019 Q3	$266K	Hold
2019 Q2	$264K	Hold
2019 Q1	$255K	Hold
2018 Q4	$225K	Hold
2018 Q3	$264K	Hold
2018 Q2	$249K	Hold
2018 Q1	$240K	Sell
2017 Q4	$391K	Sell
2017 Q3	$429K	Sell
2017 Q2	$421K	Hold
2017 Q1	$409K	Hold
2016 Q4	$389K	Hold
2016 Q3	$375K	Hold
2016 Q2	$363K	Hold
2016 Q1	$354K	Hold
2015 Q4	$352K	Hold
2015 Q3	$333K	Hold
2015 Q2	$363K	Hold
2015 Q1	$362K	Hold
2014 Q4	$358K	Hold
2014 Q3	$342K	Hold
2014 Q2	$344K	Hold
2014 Q1	$329K	Hold
2013 Q4	$324K	Hold
2013 Q3	$296K	Sell
2013 Q2	$523K	Buy