Sterling Financial Group’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 | $1.64M | Hold |
4,670
| – | – | 0.55% | 27 |
|
|
2025
Q1 | $1.48M | Hold |
4,670
| – | – | 0.53% | 28 |
|
|
2024
Q4 | $1.56M | Hold |
4,670
| – | – | 0.58% | 27 |
|
|
2024
Q3 | $1.53M | Sell |
4,670
-330
| -7% | -$108K | 0.65% | 23 |
|
|
2024
Q2 | $1.54M | Hold |
5,000
| – | – | 0.7% | 19 |
|
|
2024
Q1 | $1.5M | Hold |
5,000
| – | – | 0.71% | 18 |
|
|
2023
Q4 | $1.37M | Hold |
5,000
| – | – | 0.81% | 17 |
|
|
2023
Q3 | $1.23M | Hold |
5,000
| – | – | 0.77% | 17 |
|
|
2023
Q2 | $1.27M | Hold |
5,000
| – | – | 0.84% | 16 |
|
|
2023
Q1 | $1.1M | Hold |
5,000
| – | – | 0.85% | 20 |
|
|
2022
Q4 | $1.1M | Buy |
+5,000
| New | +$1.1M | 0.85% | 20 |
|