TLWM Financial’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 | $112M | Buy |
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|
2025
Q2 | $103M | Sell |
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|
2025
Q1 | $93.8M | Buy |
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|
2024
Q4 | $98.4M | Buy |
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|
2024
Q3 | $95.7M | Buy |
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|
2024
Q2 | $89.6M | Buy |
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|
2024
Q1 | $86.3M | Sell |
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|
2023
Q4 | $81.5M | Buy |
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|
2023
Q3 | $70.7M | Buy |
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|
2023
Q2 | $65.3M | Buy |
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|
2023
Q1 | $57.1M | Buy |
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|
2022
Q4 | $48.8M | Buy |
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|
2022
Q3 | $24.5M | Sell |
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|
2022
Q2 | $31.7M | Sell |
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|
2022
Q1 | $54M | Buy |
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|
2021
Q4 | $57.2M | Buy |
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|
2021
Q3 | $52M | Sell |
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|
2021
Q2 | $53.2M | Buy |
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|
2021
Q1 | $49.3M | Sell |
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|
2020
Q4 | $48.5M | Sell |
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|
2020
Q3 | $41.7M | Buy |
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|
2020
Q2 | $20.4M | Sell |
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|
2020
Q1 | $32.5M | Buy |
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|
2019
Q4 | $40.7M | Buy |
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|
2019
Q3 | $37.4M | Sell |
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|
2019
Q2 | $37.2M | Buy |
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|
2019
Q1 | $35M | Buy |
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|
2018
Q4 | $31.8M | Buy |
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|
2018
Q3 | $34.5M | Buy |
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|
2018
Q2 | $32M | Buy |
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|
2018
Q1 | $29.7M | Sell |
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|
2017
Q4 | $30.3M | Buy |
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