Stifel Financial’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.92M | Buy |
28,258
+1,437
| +5% | +$504K | 0.01% | 884 |
|
|
2025
Q1 | $8.52M | Sell |
26,821
-99
| -0.4% | -$31.4K | 0.01% | 911 |
|
|
2024
Q4 | $9M | Buy |
26,920
+6,978
| +35% | +$2.33M | 0.01% | 901 |
|
|
2024
Q3 | $6.52M | Buy |
19,942
+205
| +1% | +$67K | 0.01% | 1053 |
|
|
2024
Q2 | $6.09M | Buy |
19,737
+943
| +5% | +$291K | 0.01% | 1035 |
|
|
2024
Q1 | $5.64M | Buy |
18,794
+1,742
| +10% | +$523K | 0.01% | 1076 |
|
|
2023
Q4 | $4.67M | Sell |
17,052
-5,420
| -24% | -$1.48M | 0.01% | 1138 |
|
|
2023
Q3 | $5.51M | Buy |
22,472
+1,341
| +6% | +$329K | 0.01% | 986 |
|
|
2023
Q2 | $5.38M | Buy |
21,131
+1,309
| +7% | +$333K | 0.01% | 1004 |
|
|
2023
Q1 | $4.67M | Sell |
19,822
-19,856
| -50% | -$4.67M | 0.01% | 1056 |
|
|
2022
Q4 | $8.76M | Buy |
39,678
+19,442
| +96% | +$4.29M | 0.01% | 712 |
|
|
2022
Q3 | $4.19M | Sell |
20,236
-921
| -4% | -$191K | 0.01% | 1029 |
|
|
2022
Q2 | $4.6M | Buy |
21,157
+1,079
| +5% | +$235K | 0.01% | 1013 |
|
|
2022
Q1 | $5.27M | Sell |
20,078
-1,318
| -6% | -$346K | 0.01% | 1034 |
|
|
2021
Q4 | $5.94M | Buy |
21,396
+6,312
| +42% | +$1.75M | 0.01% | 976 |
|
|
2021
Q3 | $3.85M | Sell |
15,084
-9,011
| -37% | -$2.3M | 0.01% | 1159 |
|
|
2021
Q2 | $6.17M | Sell |
24,095
-108
| -0.4% | -$27.6K | 0.01% | 914 |
|
|
2021
Q1 | $5.74M | Sell |
24,203
-1,034
| -4% | -$245K | 0.01% | 880 |
|
|
2020
Q4 | $5.64M | Buy |
25,237
+1,336
| +6% | +$299K | 0.01% | 828 |
|
|
2020
Q3 | $4.68M | Sell |
23,901
-2,371
| -9% | -$464K | 0.01% | 795 |
|
|
2020
Q2 | $4.73M | Sell |
26,272
-3,885
| -13% | -$699K | 0.01% | 745 |
|
|
2020
Q1 | $4.47M | Sell |
30,157
-13,778
| -31% | -$2.04M | 0.01% | 707 |
|
|
2019
Q4 | $8.28M | Buy |
43,935
+4,294
| +11% | +$810K | 0.02% | 679 |
|
|
2019
Q3 | $6.89M | Sell |
39,641
-7,991
| -17% | -$1.39M | 0.02% | 695 |
|
|
2019
Q2 | $8.21M | Sell |
47,632
-13,051
| -22% | -$2.25M | 0.02% | 652 |
|
|
2019
Q1 | $10.1M | Sell |
60,683
-162,173
| -73% | -$27.1M | 0.03% | 530 |
|
|
2018
Q4 | $32.7M | Sell |
222,856
-189,808
| -46% | -$27.9M | 0.11% | 207 |
|
|
2018
Q3 | $71.1M | Buy |
412,664
+39,408
| +11% | +$6.79M | 0.2% | 125 |
|
|
2018
Q2 | $60.5M | Sell |
373,256
-54,378
| -13% | -$8.82M | 0.19% | 133 |
|
|
2018
Q1 | $66.9M | Sell |
427,634
-102,048
| -19% | -$16M | 0.21% | 115 |
|
|
2017
Q4 | $83.8M | Buy |
529,682
+97,736
| +23% | +$15.5M | 0.27% | 91 |
|
|
2017
Q3 | $64.5M | Sell |
431,946
-65,728
| -13% | -$9.81M | 0.22% | 109 |
|
|
2017
Q2 | $71.6M | Buy |
497,674
+10,418
| +2% | +$1.5M | 0.26% | 93 |
|
|
2017
Q1 | $68.1M | Buy |
487,256
+16,161
| +3% | +$2.26M | 0.26% | 94 |
|
|
2016
Q4 | $62.7M | Buy |
471,095
+67,721
| +17% | +$9.01M | 0.27% | 90 |
|
|
2016
Q3 | $51.7M | Buy |
403,374
+187,493
| +87% | +$24M | 0.23% | 104 |
|
|
2016
Q2 | $26.8M | Buy |
215,881
+21,807
| +11% | +$2.7M | 0.12% | 179 |
|
|
2016
Q1 | $23.5M | Sell |
194,074
-259,695
| -57% | -$31.4M | 0.13% | 176 |
|
|
2015
Q4 | $54.6M | Sell |
453,769
-68,120
| -13% | -$8.2M | 0.28% | 88 |
|
|
2015
Q3 | $59.4M | Buy |
521,889
+105,226
| +25% | +$12M | 0.33% | 70 |
|
|
2015
Q2 | $51.4M | Buy |
416,663
+95,796
| +30% | +$11.8M | 0.27% | 92 |
|
|
2015
Q1 | $39.7M | Sell |
320,867
-117,313
| -27% | -$14.5M | 0.22% | 123 |
|
|
2014
Q4 | $53.6M | Sell |
438,180
-102,711
| -19% | -$12.6M | 0.3% | 72 |
|
|
2014
Q3 | $63.2M | Buy |
540,891
+6,586
| +1% | +$769K | 0.55% | 21 |
|
|
2014
Q2 | $62.9M | Buy |
534,305
+7,779
| +1% | +$916K | 0.57% | 20 |
|
|
2014
Q1 | $59.1M | Buy |
+526,526
| New | +$59.1M | 0.57% | 21 |
|