Sterneck Capital 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
Q2 | – | Sell |
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|
2025
Q1 | $227K | Hold |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $392K | Hold |
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|
2024
Q2 | $371K | Hold |
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|
2024
Q1 | $360K | Hold |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $574K | Hold |
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|
2021
Q3 | $527K | Sell |
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|
2021
Q2 | $681K | Buy |
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