Symphony Financial’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 | $1.36M | Buy |
+3,852
| New | +$1.36M | 0.18% | 100 |
|
|
2024
Q4 | – | Sell |
-3,610
| Closed | -$1.18M | – | 234 |
|
|
2024
Q3 | $1.18M | Buy |
3,610
+77
| +2% | +$25.1K | 0.19% | 92 |
|
|
2024
Q2 | $1.09M | Hold |
3,533
| – | – | 0.2% | 86 |
|
|
2024
Q1 | $1.06M | Hold |
3,533
| – | – | 0.25% | 78 |
|
|
2023
Q4 | $962K | Buy |
+3,533
| New | +$962K | 0.21% | 86 |
|