Spire Wealth Management’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 | $405K | Hold |
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|
2025
Q2 | $376K | Sell |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $480K | Buy |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $651K | Buy |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $293K | Sell |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $259K | Buy |
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