Strategic Advocates’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 | $201K | Buy |
+574
| New | +$201K | 0.06% | 124 |
|
|
2025
Q1 | – | Sell |
-662
| Closed | -$221K | – | 122 |
|
|
2024
Q4 | $221K | Sell |
662
-123
| -16% | -$41.1K | 0.07% | 98 |
|
|
2024
Q3 | $256K | Hold |
785
| – | – | 0.09% | 100 |
|
|
2024
Q2 | $242K | Sell |
785
-250
| -24% | -$77.2K | 0.1% | 103 |
|
|
2024
Q1 | $311K | Sell |
1,035
-255
| -20% | -$76.5K | 0.12% | 96 |
|
|
2023
Q4 | $353K | Sell |
1,290
-668
| -34% | -$183K | 0.15% | 100 |
|
|
2023
Q3 | $480K | Buy |
+1,958
| New | +$480K | 0.23% | 84 |
|