Stone House Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Buy |
15,750
+15,559
| +8,146% | +$5.46M | 1.02% | 24 |
|
|
2025
Q1 | $60.6K | Sell |
191
-14,291
| -99% | -$4.53M | 0.01% | 134 |
|
|
2024
Q4 | $4.84M | Sell |
14,482
-1,264
| -8% | -$422K | 1.23% | 19 |
|
|
2024
Q3 | $5.14M | Buy |
+15,746
| New | +$5.14M | 1.06% | 19 |
|
|
2020
Q1 | – | Sell |
-78,464
| Closed | -$14.8M | – | 36 |
|
|
2019
Q4 | $14.8M | Buy |
78,464
+4,344
| +6% | +$819K | 10.8% | 3 |
|
|
2019
Q3 | $12.9M | Buy |
74,120
+6,313
| +9% | +$1.1M | 6.42% | 5 |
|
|
2019
Q2 | $11.7M | Buy |
67,807
+42,135
| +164% | +$7.26M | 6.11% | 5 |
|
|
2019
Q1 | $4.28M | Buy |
+25,672
| New | +$4.28M | 2.23% | 16 |
|
|
2018
Q4 | – | Sell |
-1,210
| Closed | -$209K | – | 53 |
|
|
2018
Q3 | $209K | Sell |
1,210
-2,635
| -69% | -$455K | 0.12% | 50 |
|
|
2018
Q2 | $624K | Buy |
+3,845
| New | +$624K | 0.4% | 29 |
|