Summit Place Financial 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
Q3 | $282K | Sell |
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|
2025
Q2 | $272K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.61M | Hold |
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|
2021
Q4 | $1.7M | Hold |
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|
2021
Q3 | $1.56M | Hold |
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|
2021
Q2 | $1.57M | Hold |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.33M | Buy |
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