TW
Trajan Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Sell |
62,600
-8,347
| -12% | -$2.93M | 1.07% | 23 |
|
|
2025
Q1 | $22.5M | Buy |
70,947
+349
| +0.5% | +$111K | 1.23% | 21 |
|
|
2024
Q4 | $23.6M | Sell |
70,598
-1,872
| -3% | -$626K | 1.31% | 17 |
|
|
2024
Q3 | $23.7M | Buy |
72,470
+284
| +0.4% | +$92.8K | 1.4% | 18 |
|
|
2024
Q2 | $22.3M | Sell |
72,186
-2,369
| -3% | -$731K | 1.43% | 17 |
|
|
2024
Q1 | $22.4M | Buy |
+74,555
| New | +$22.4M | 1.51% | 16 |
|