Stratos Wealth Advisors’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
Q2 | $2.63M | Buy |
|
|||||
2025
Q1 | $1.93M | Sell |
|
|||||
2024
Q4 | $2.15M | Sell |
|
|||||
2024
Q3 | $2.15M | Buy |
|
|||||
2024
Q2 | $2M | Buy |
|
|||||
2024
Q1 | $909K | Sell |
|
|||||
2023
Q4 | $1.03M | Buy |
|
|||||
2023
Q3 | $885K | Sell |
|
|||||
2023
Q2 | $1.03M | Buy |
|
|||||
2023
Q1 | $723K | Buy |
|
|||||
2022
Q4 | $649K | Buy |
|
|||||
2022
Q3 | $564K | Buy |
|
|||||
2022
Q2 | $553K | Sell |
|
|||||
2022
Q1 | $999K | Buy |
|