Sowell Financial Services’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 | $4.44M | Sell |
12,640
-1,348
| -10% | -$473K | 0.18% | 116 |
|
|
2025
Q1 | $4.44M | Buy |
13,988
+632
| +5% | +$201K | 0.2% | 108 |
|
|
2024
Q4 | $4.46M | Buy |
13,356
+1,237
| +10% | +$413K | 0.23% | 102 |
|
|
2024
Q3 | $3.96M | Buy |
12,119
+1,715
| +16% | +$560K | 0.18% | 130 |
|
|
2024
Q2 | $3.21M | Buy |
+10,404
| New | +$3.21M | 0.15% | 149 |
|
|
2023
Q2 | – | Sell |
-6,125
| Closed | -$1.44M | – | 688 |
|
|
2023
Q1 | $1.44M | Buy |
+6,125
| New | +$1.44M | 0.11% | 222 |
|
|
2021
Q2 | – | Sell |
-3,359
| Closed | -$838K | – | 1635 |
|
|
2021
Q1 | $838K | Buy |
3,359
+95
| +3% | +$23.7K | 0.03% | 467 |
|
|
2020
Q4 | $730K | Buy |
3,264
+496
| +18% | +$111K | 0.03% | 411 |
|
|
2020
Q3 | $542K | Buy |
2,768
+379
| +16% | +$74.2K | 0.03% | 451 |
|
|
2020
Q2 | $430K | Sell |
2,389
-275
| -10% | -$49.5K | 0.02% | 500 |
|
|
2020
Q1 | $395K | Buy |
2,664
+1,348
| +102% | +$200K | 0.03% | 460 |
|
|
2019
Q4 | $248K | Hold |
1,316
| – | – | 0.02% | 644 |
|
|
2019
Q3 | $229K | Buy |
+1,316
| New | +$229K | 0.02% | 595 |
|
|
2017
Q1 | – | Sell |
-526
| Closed | -$73K | – | 421 |
|
|
2016
Q4 | $73K | Buy |
+526
| New | +$73K | 0.02% | 301 |
|