Sterling Financial Group’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 | $1.77M | Hold |
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2025
Q2 | $1.64M | Hold |
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2025
Q1 | $1.48M | Hold |
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|
2024
Q4 | $1.56M | Hold |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.54M | Hold |
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|
2024
Q1 | $1.5M | Hold |
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|
2023
Q4 | $1.37M | Hold |
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|
2023
Q3 | $1.23M | Hold |
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|
2023
Q2 | $1.27M | Hold |
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|
2023
Q1 | $1.1M | Hold |
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|
2022
Q4 | $1.1M | Buy |
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