Summit Financial Strategies’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 | $432K | Hold |
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|
2025
Q1 | $391K | Hold |
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|
2024
Q4 | $412K | Hold |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $465K | Hold |
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|
2023
Q4 | $424K | Hold |
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|
2023
Q3 | $380K | Hold |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $342K | Hold |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $406K | Hold |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $424K | Hold |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $371K | Hold |
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|
2020
Q3 | $324K | Hold |
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|
2020
Q2 | $299K | Buy |
|