Sunbelt Securities’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.5K | Sell |
136
-5
| -4% | -$1.67K | ﹤0.01% | 959 |
|
|
2025
Q1 | $44.8K | Buy |
141
+5
| +4% | +$1.59K | ﹤0.01% | 936 |
|
|
2024
Q4 | $45.6K | Hold |
136
| – | – | ﹤0.01% | 958 |
|
|
2024
Q3 | $44.4K | Buy |
136
+36
| +36% | +$11.8K | ﹤0.01% | 972 |
|
|
2024
Q2 | $30.9K | Hold |
100
| – | – | ﹤0.01% | 1018 |
|
|
2024
Q1 | $30K | Hold |
100
| – | – | ﹤0.01% | 997 |
|
|
2023
Q4 | $27.4K | Hold |
100
| – | – | ﹤0.01% | 950 |
|
|
2023
Q3 | $24.5K | Hold |
100
| – | – | ﹤0.01% | 961 |
|
|
2023
Q2 | $25.4K | Sell |
100
-222
| -69% | -$56.5K | ﹤0.01% | 959 |
|
|
2023
Q1 | $74.7K | Buy |
+322
| New | +$74.7K | 0.01% | 652 |
|