Sowell Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.8M | Buy |
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|
2025
Q2 | $4.44M | Sell |
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|
2025
Q1 | $4.44M | Buy |
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|
2024
Q4 | $4.46M | Buy |
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|
2024
Q3 | $3.96M | Buy |
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|
2024
Q2 | $3.21M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $838K | Buy |
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|
2020
Q4 | $730K | Buy |
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|
2020
Q3 | $542K | Buy |
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|
2020
Q2 | $430K | Sell |
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|
2020
Q1 | $395K | Buy |
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|
2019
Q4 | $248K | Hold |
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|
2019
Q3 | $229K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $73K | Buy |
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