TW
TritonPoint 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 | $308K | Buy |
878
+52
| +6% | +$18.3K | 0.03% | 283 |
|
|
2025
Q1 | $262K | Sell |
826
-195
| -19% | -$62K | 0.03% | 301 |
|
|
2024
Q4 | $341K | Buy |
1,021
+202
| +25% | +$67.5K | 0.03% | 254 |
|
|
2024
Q3 | $267K | Hold |
819
| – | – | 0.02% | 287 |
|
|
2024
Q2 | $253K | Sell |
819
-44
| -5% | -$13.6K | 0.02% | 273 |
|
|
2024
Q1 | $553K | Sell |
863
-1,156
| -57% | -$740K | 0.06% | 191 |
|
|
2023
Q4 | $553K | Buy |
+2,019
| New | +$553K | 0.05% | 204 |
|