SVB Wealth’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 | $264K | Sell |
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|
2025
Q2 | $446K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $616K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $659K | Hold |
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|
2024
Q1 | $641K | Sell |
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|
2023
Q4 | $588K | Hold |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $765K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1.12M | Hold |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.52M | Sell |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $2.93M | Sell |
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|
2020
Q4 | $2.81M | Sell |
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|
2020
Q3 | $2.48M | Sell |
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|
2020
Q2 | $2.53M | Buy |
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|
2020
Q1 | $28K | Sell |
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|
2019
Q4 | $2.4M | Buy |
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|
2019
Q3 | $2.19M | Sell |
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|
2019
Q2 | $2.41M | Buy |
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