Stone House Investment 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
Q3
$5.9M Sell
2025
Q2
$5.53M Buy
2025
Q1
$60.6K Sell
2024
Q4
$4.84M Sell
2024
Q3
$5.14M Buy
2020
Q1
Sell
2019
Q4
$14.8M Buy
2019
Q3
$12.9M Buy
2019
Q2
$11.7M Buy
2019
Q1
$4.28M Buy
2018
Q4
Sell
2018
Q3
$209K Sell
2018
Q2
$624K Buy