Stonegate Investment Group’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 | $1.47M | Sell |
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|
2025
Q2 | $1.37M | Hold |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.3M | Hold |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.24M | Hold |
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|
2024
Q1 | $1.2M | Hold |
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|
2023
Q4 | $1.1M | Hold |
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|
2023
Q3 | $982K | Buy |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $939K | Buy |
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|
2022
Q4 | $780K | Hold |
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|
2022
Q3 | $732K | Hold |
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|
2022
Q2 | $769K | Buy |
|