Steward Partners Investment Advisory’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 | $1.44M | Buy |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $368K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $294K | Hold |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $283K | Hold |
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|
2022
Q1 | $342K | Hold |
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|
2021
Q4 | $362K | Hold |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $220K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $13K | Hold |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $12K | Buy |
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