TWM
Tanager Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
39,424
+889
| +2% | +$312K | 1.63% | 18 |
|
|
2025
Q1 | $12.2M | Sell |
38,535
-2,677
| -6% | -$850K | 1.59% | 18 |
|
|
2024
Q4 | $13.8M | Buy |
41,212
+875
| +2% | +$292K | 1.79% | 16 |
|
|
2024
Q3 | $13.2M | Buy |
40,337
+351
| +0.9% | +$115K | 1.77% | 18 |
|
|
2024
Q2 | $12.3M | Sell |
39,986
-2,497
| -6% | -$771K | 1.84% | 17 |
|
|
2024
Q1 | $12.7M | Sell |
42,483
-369
| -0.9% | -$111K | 2.06% | 17 |
|
|
2023
Q4 | $11.7M | Sell |
42,852
-2,506
| -6% | -$686K | 2.13% | 15 |
|
|
2023
Q3 | $11.2M | Sell |
45,358
-721
| -2% | -$177K | 2.31% | 15 |
|
|
2023
Q2 | $11.7M | Sell |
46,079
-742
| -2% | -$189K | 2.54% | 13 |
|
|
2023
Q1 | $11M | Buy |
46,821
+119
| +0.3% | +$28K | 2.61% | 13 |
|
|
2022
Q4 | $10.3M | Buy |
46,702
+18,792
| +67% | +$4.15M | 2.78% | 13 |
|
|
2022
Q3 | $5.78M | Sell |
27,910
-2,800
| -9% | -$580K | 4.58% | 8 |
|
|
2022
Q2 | $6.68M | Buy |
+30,710
| New | +$6.68M | 5.51% | 7 |
|