Strategic Family Wealth Counselors’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 | $939K | Hold |
2,674
| – | – | 0.27% | 65 |
|
|
2025
Q1 | $849K | Hold |
2,674
| – | – | 0.28% | 64 |
|
|
2024
Q4 | $894K | Hold |
2,674
| – | – | 0.29% | 62 |
|
|
2024
Q3 | $874K | Hold |
2,674
| – | – | 0.31% | 56 |
|
|
2024
Q2 | $825K | Hold |
2,674
| – | – | 0.31% | 54 |
|
|
2024
Q1 | $802K | Hold |
2,674
| – | – | 0.32% | 53 |
|
|
2023
Q4 | $732K | Hold |
2,674
| – | – | 0.31% | 53 |
|
|
2023
Q3 | $655K | Hold |
2,674
| – | – | 0.31% | 48 |
|
|
2023
Q2 | $680K | Hold |
2,674
| – | – | 0.31% | 48 |
|
|
2023
Q1 | $629K | Hold |
2,674
| – | – | 0.3% | 48 |
|
|
2022
Q4 | $590K | Hold |
2,674
| – | – | 0.29% | 53 |
|
|
2022
Q3 | $554K | Hold |
2,674
| – | – | 0.27% | 48 |
|
|
2022
Q2 | $581K | Hold |
2,674
| – | – | 0.28% | 47 |
|
|
2022
Q1 | $702K | Hold |
2,674
| – | – | 0.28% | 48 |
|
|
2021
Q4 | $742K | Hold |
2,674
| – | – | 0.24% | 48 |
|
|
2021
Q3 | $681K | Hold |
2,674
| – | – | 0.23% | 44 |
|
|
2021
Q2 | $684K | Hold |
2,674
| – | – | 0.22% | 45 |
|
|
2021
Q1 | $634K | Hold |
2,674
| – | – | 0.24% | 44 |
|
|
2020
Q4 | $598K | Hold |
2,674
| – | – | 0.31% | 43 |
|
|
2020
Q3 | $523K | Hold |
2,674
| – | – | 0.29% | 42 |
|
|
2020
Q2 | $481K | Hold |
2,674
| – | – | 0.3% | 45 |
|
|
2020
Q1 | $397K | Hold |
2,674
| – | – | 0.3% | 44 |
|
|
2019
Q4 | $504K | Hold |
2,674
| – | – | 0.41% | 40 |
|
|
2019
Q3 | $465K | Sell |
2,674
-283
| -10% | -$49.2K | 0.35% | 42 |
|
|
2019
Q2 | $510K | Hold |
2,957
| – | – | 0.39% | 38 |
|
|
2019
Q1 | $493K | Hold |
2,957
| – | – | 0.4% | 38 |
|
|
2018
Q4 | $434K | Buy |
+2,957
| New | +$434K | 0.49% | 35 |
|