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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.7M | Buy |
9,983
+63
| +0.6% | +$24.4K | 0.04% | 396 |
|
|
2025
Q4 | $3.84M | Sell |
9,920
-987
| -9% | -$379K | 0.04% | 390 |
|
|
2025
Q3 | $4.13M | Buy |
10,907
+15
| +0.1% | +$5.47K | 0.05% | 362 |
|
|
2025
Q2 | $3.82M | Sell |
10,892
-319
| -3% | -$104K | 0.05% | 344 |
|
|
2025
Q1 | $3.56M | Sell |
11,211
-280
| -2% | -$93.9K | 0.05% | 322 |
|
|
2024
Q4 | $3.84M | Buy |
11,491
+566
| +5% | +$191K | 0.05% | 325 |
|
|
2024
Q3 | $3.57M | Buy |
10,925
+176
| +2% | +$55.4K | 0.05% | 334 |
|
|
2024
Q2 | $3.32M | Buy |
10,749
+61
| +0.6% | +$18.2K | 0.05% | 331 |
|
|
2024
Q1 | $3.21M | Buy |
10,688
+665
| +7% | +$190K | 0.05% | 331 |
|
|
2023
Q4 | $2.74M | Buy |
10,023
+1
| +0% | +$255 | 0.05% | 336 |
|
|
2023
Q3 | $2.46M | Sell |
10,022
-69
| -0.7% | -$17.6K | 0.05% | 335 |
|
|
2023
Q2 | $2.57M | Buy |
10,091
+92
| +0.9% | +$22.1K | 0.06% | 298 |
|
|
2023
Q1 | $2.35M | Sell |
9,999
-256
| -2% | -$59.1K | 0.06% | 279 |
|
|
2022
Q4 | $2.26M | Buy |
10,255
+330
| +3% | +$73.3K | 0.06% | 320 |
|
|
2022
Q3 | $2.06M | Buy |
9,925
+7,435
| +299% | +$1.71M | 0.06% | 311 |
|
|
2022
Q2 | $541K | Buy |
2,490
+6
| +0.2% | +$1.42K | 0.01% | 702 |
|
|
2022
Q1 | $652K | Buy |
+2,484
| New | +$643K | 0.01% | 704 |
|
|
2018
Q4 | – | Sell |
-377
| Closed | -$65K | – | 1658 |
|
|
2018
Q3 | $65K | Buy |
+377
| New | +$63.9K | ﹤0.01% | 1339 |
|
|
2018
Q2 | – | Sell |
-384
| Closed | -$60K | – | 1781 |
|
|
2018
Q1 | $60K | Sell |
384
-29
| -7% | -$4.68K | ﹤0.01% | 1472 |
|
|
2017
Q4 | $65K | Buy |
+413
| New | +$63.7K | ﹤0.01% | 1393 |
|
Other funds holding IWV
SCM
AFI
PWA
UMC
