SFS
Summit Financial Strategies’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Hold |
1,232
| – | – | 0.04% | 94 |
|
|
2025
Q1 | $391K | Hold |
1,232
| – | – | 0.04% | 96 |
|
|
2024
Q4 | $412K | Hold |
1,232
| – | – | 0.05% | 93 |
|
|
2024
Q3 | $403K | Sell |
1,232
-9
| -0.7% | -$2.94K | 0.05% | 95 |
|
|
2024
Q2 | $383K | Sell |
1,241
-308
| -20% | -$95.1K | 0.05% | 98 |
|
|
2024
Q1 | $465K | Hold |
1,549
| – | – | 0.06% | 84 |
|
|
2023
Q4 | $424K | Hold |
1,549
| – | – | 0.06% | 82 |
|
|
2023
Q3 | $380K | Hold |
1,549
| – | – | 0.07% | 82 |
|
|
2023
Q2 | $394K | Hold |
1,549
| – | – | 0.07% | 82 |
|
|
2023
Q1 | $365K | Hold |
1,549
| – | – | 0.07% | 84 |
|
|
2022
Q4 | $342K | Hold |
1,549
| – | – | 0.07% | 83 |
|
|
2022
Q3 | $321K | Hold |
1,549
| – | – | 0.08% | 84 |
|
|
2022
Q2 | $337K | Hold |
1,549
| – | – | 0.08% | 78 |
|
|
2022
Q1 | $406K | Hold |
1,549
| – | – | 0.08% | 72 |
|
|
2021
Q4 | $430K | Sell |
1,549
-109
| -7% | -$30.3K | 0.08% | 71 |
|
|
2021
Q3 | $423K | Hold |
1,658
| – | – | 0.08% | 71 |
|
|
2021
Q2 | $424K | Hold |
1,658
| – | – | 0.08% | 72 |
|
|
2021
Q1 | $393K | Hold |
1,658
| – | – | 0.14% | 42 |
|
|
2020
Q4 | $371K | Hold |
1,658
| – | – | 0.13% | 54 |
|
|
2020
Q3 | $324K | Hold |
1,658
| – | – | 0.13% | 54 |
|
|
2020
Q2 | $299K | Buy |
+1,658
| New | +$299K | 0.13% | 57 |
|