Triune Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Buy |
18,223
+48
| +0.3% | +$16.8K | 1.76% | 8 |
|
|
2025
Q1 | $5.77M | Buy |
18,175
+44
| +0.2% | +$14K | 1.83% | 6 |
|
|
2024
Q4 | $6.06M | Sell |
18,131
-647
| -3% | -$216K | 1.91% | 6 |
|
|
2024
Q3 | $6.14M | Buy |
18,778
+62
| +0.3% | +$20.3K | 1.93% | 6 |
|
|
2024
Q2 | $5.78M | Buy |
18,716
+47
| +0.3% | +$14.5K | 1.98% | 6 |
|
|
2024
Q1 | $5.6M | Buy |
18,669
+47
| +0.3% | +$14.1K | 1.94% | 6 |
|
|
2023
Q4 | $5.1M | Sell |
18,622
-53
| -0.3% | -$14.5K | 1.89% | 6 |
|
|
2023
Q3 | $4.58M | Sell |
18,675
-5
| -0% | -$1.23K | 1.89% | 6 |
|
|
2023
Q2 | $4.75M | Buy |
18,680
+49
| +0.3% | +$12.5K | 1.94% | 6 |
|
|
2023
Q1 | $4.39M | Sell |
18,631
-1,727
| -8% | -$407K | 1.94% | 6 |
|
|
2022
Q4 | $4.49M | Buy |
20,358
+1,892
| +10% | +$418K | 2.12% | 6 |
|
|
2022
Q3 | $3.82M | Sell |
18,466
-3,323
| -15% | -$688K | 2.15% | 6 |
|
|
2022
Q2 | $4.74M | Buy |
21,789
+63
| +0.3% | +$13.7K | 2.53% | 6 |
|
|
2022
Q1 | $5.7M | Buy |
21,726
+62
| +0.3% | +$16.3K | 3.02% | 5 |
|
|
2021
Q4 | $6.01M | Buy |
+21,664
| New | +$6.01M | 3.07% | 5 |
|
|
2021
Q2 | $5.56M | Buy |
+21,711
| New | +$5.56M | 4.54% | 4 |
|