Spire Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
1,070
-315
| -23% | -$111K | 0.01% | 576 |
|
|
2025
Q1 | $440K | Buy |
1,385
+120
| +9% | +$38.1K | 0.01% | 603 |
|
|
2024
Q4 | $423K | Sell |
1,265
-304
| -19% | -$102K | 0.01% | 598 |
|
|
2024
Q3 | $513K | Sell |
1,569
-238
| -13% | -$77.8K | 0.02% | 510 |
|
|
2024
Q2 | $558K | Sell |
1,807
-7
| -0.4% | -$2.16K | 0.02% | 468 |
|
|
2024
Q1 | $544K | Buy |
1,814
+1
| +0.1% | +$300 | 0.01% | 498 |
|
|
2023
Q4 | $501K | Sell |
1,813
-141
| -7% | -$39K | 0.02% | 516 |
|
|
2023
Q3 | $479K | Hold |
1,954
| – | – | 0.02% | 484 |
|
|
2023
Q2 | $497K | Sell |
1,954
-85
| -4% | -$21.6K | 0.02% | 489 |
|
|
2023
Q1 | $480K | Buy |
2,039
+266
| +15% | +$62.6K | 0.02% | 500 |
|
|
2022
Q4 | $391K | Sell |
1,773
-325
| -15% | -$71.7K | 0.02% | 404 |
|
|
2022
Q3 | $434K | Sell |
2,098
-898
| -30% | -$186K | 0.03% | 356 |
|
|
2022
Q2 | $651K | Buy |
2,996
+1,861
| +164% | +$404K | 0.03% | 410 |
|
|
2022
Q1 | $298K | Buy |
1,135
+80
| +8% | +$21K | 0.01% | 727 |
|
|
2021
Q4 | $293K | Sell |
1,055
-136
| -11% | -$37.8K | 0.01% | 917 |
|
|
2021
Q3 | $304K | Buy |
1,191
+79
| +7% | +$20.2K | 0.01% | 749 |
|
|
2021
Q2 | $285K | Buy |
1,112
+1
| +0.1% | +$256 | 0.01% | 793 |
|
|
2021
Q1 | $259K | Buy |
+1,111
| New | +$259K | 0.01% | 949 |
|