Tower View Wealth Management’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 | $90.7K | Hold |
|
|||||
|
2025
Q2 | $83.8K | Sell |
|
|||||
|
2025
Q1 | $78.8K | Sell |
|
|||||
|
2024
Q4 | $88.3K | Buy |
|
|||||
|
2024
Q3 | $86K | Buy |
|
|||||
|
2024
Q2 | $81K | Sell |
|
|||||
|
2024
Q1 | $82.5K | Sell |
|
|||||
|
2023
Q4 | $78K | Buy |
|
|||||
|
2023
Q3 | $69K | Hold |
|
|||||
|
2023
Q2 | $72K | Buy |
|
|||||
|
2023
Q1 | $66K | Buy |
|
|||||
|
2022
Q4 | $62K | Buy |
|
|||||
|
2022
Q3 | $57K | Hold |
|
|||||
|
2022
Q2 | $60K | Hold |
|
|||||
|
2022
Q1 | $73K | Buy |
|
|||||
|
2021
Q4 | $77K | Buy |
|
|||||
|
2021
Q3 | $70K | Hold |
|
|||||
|
2021
Q2 | $70K | Sell |
|
|||||
|
2021
Q1 | $67K | Sell |
|
|||||
|
2020
Q4 | $65K | Sell |
|
|||||
|
2020
Q3 | $59K | Sell |
|
|||||
|
2020
Q2 | $210K | Sell |
|
|||||
|
2020
Q1 | $1.57M | Sell |
|
|||||
|
2019
Q4 | $5.51M | Sell |
|
|||||
|
2019
Q3 | $5.2M | Sell |
|
|||||
|
2019
Q2 | $5.36M | Buy |
|
|||||
|
2019
Q1 | $4.53M | Sell |
|
|||||
|
2018
Q4 | $4.03M | Sell |
|
|||||
|
2018
Q3 | $4.78M | Buy |
|
|||||
|
2018
Q2 | $4.5M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $5.51M | Buy |
|