Stratos Wealth Partners’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 | $4.13M | Buy |
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|
2025
Q2 | $3.82M | Sell |
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|
2025
Q1 | $3.56M | Sell |
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|
2024
Q4 | $3.84M | Buy |
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|
2024
Q3 | $3.57M | Buy |
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|
2024
Q2 | $3.32M | Buy |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $2.57M | Buy |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $652K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $65K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $60K | Sell |
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|
2017
Q4 | $65K | Buy |
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