The Family Firm’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
Q2 | $64.7M | Sell |
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|
2025
Q1 | $61.6M | Sell |
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|
2024
Q4 | $65.8M | Sell |
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|
2024
Q3 | $65.8M | Buy |
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|
2024
Q2 | $63.3M | Buy |
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|
2024
Q1 | $62.1M | Sell |
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|
2023
Q4 | $59M | Sell |
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|
2023
Q3 | $53.7M | Sell |
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|
2023
Q2 | $56.8M | Sell |
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|
2023
Q1 | $53M | Buy |
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|
2022
Q4 | $48.1M | Sell |
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|
2022
Q3 | $45.4M | Sell |
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|
2022
Q2 | $48.8M | Buy |
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|
2022
Q1 | $58.7M | Sell |
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|
2021
Q4 | $62.6M | Sell |
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|
2021
Q3 | $61.6M | Sell |
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|
2021
Q2 | $59.6M | Sell |
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|
2021
Q1 | $55.4M | Buy |
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|
2020
Q4 | $52.9M | Buy |
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|
2020
Q3 | $44.9M | Sell |
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|
2020
Q2 | $42.6M | Sell |
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|
2020
Q1 | $35.6M | Sell |
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|
2019
Q4 | $46.5M | Buy |
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