TI
Truepoint Inc’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Sell |
59,860
-21
| -0% | -$7.37K | 0.52% | 24 |
|
|
2025
Q1 | $19M | Sell |
59,881
-15
| -0% | -$4.77K | 0.52% | 25 |
|
|
2024
Q4 | $20M | Sell |
59,896
-843
| -1% | -$282K | 0.54% | 23 |
|
|
2024
Q3 | $19.8M | Sell |
60,739
-944
| -2% | -$308K | 0.53% | 25 |
|
|
2024
Q2 | $19M | Sell |
61,683
-73
| -0.1% | -$22.5K | 0.54% | 25 |
|
|
2024
Q1 | $18.5M | Sell |
61,756
-2,574
| -4% | -$772K | 0.53% | 25 |
|
|
2023
Q4 | $17.6M | Sell |
64,330
-71
| -0.1% | -$19.4K | 0.52% | 25 |
|
|
2023
Q3 | $15.8M | Sell |
64,401
-640
| -1% | -$157K | 0.51% | 25 |
|
|
2023
Q2 | $16.6M | Sell |
65,041
-791
| -1% | -$201K | 0.55% | 24 |
|
|
2023
Q1 | $15.5M | Sell |
65,832
-570
| -0.9% | -$134K | 0.53% | 24 |
|
|
2022
Q4 | $14.7M | Sell |
66,402
-304
| -0.5% | -$67.1K | 0.53% | 23 |
|
|
2022
Q3 | $13.8M | Sell |
66,706
-93
| -0.1% | -$19.3K | 0.71% | 22 |
|
|
2022
Q2 | $14.5M | Sell |
66,799
-278
| -0.4% | -$60.4K | 0.76% | 19 |
|
|
2022
Q1 | $17.6M | Sell |
67,077
-360
| -0.5% | -$94.5K | 0.83% | 17 |
|
|
2021
Q4 | $18.7M | Sell |
67,437
-1,178
| -2% | -$327K | 0.87% | 15 |
|
|
2021
Q3 | $17.5M | Sell |
68,615
-80
| -0.1% | -$20.4K | 0.88% | 15 |
|
|
2021
Q2 | $17.6M | Sell |
68,695
-2,660
| -4% | -$681K | 0.97% | 15 |
|
|
2021
Q1 | $16.9M | Sell |
71,355
-302
| -0.4% | -$71.6K | 1.05% | 13 |
|
|
2020
Q4 | $16M | Sell |
71,657
-2,467
| -3% | -$552K | 1.06% | 13 |
|
|
2020
Q3 | $14.5M | Sell |
74,124
-2,203
| -3% | -$431K | 1.11% | 13 |
|
|
2020
Q2 | $13.7M | Sell |
76,327
-2,287
| -3% | -$412K | 1.11% | 13 |
|
|
2020
Q1 | $11.7M | Sell |
78,614
-1,544
| -2% | -$229K | 1.07% | 15 |
|
|
2019
Q4 | $15.1M | Sell |
80,158
-1,295
| -2% | -$244K | 1.14% | 10 |
|
|
2019
Q3 | $14.2M | Sell |
81,453
-1,700
| -2% | -$295K | 1.24% | 9 |
|
|
2019
Q2 | $14.3M | Sell |
83,153
-1,253
| -1% | -$216K | 1.16% | 10 |
|
|
2019
Q1 | $14.1M | Sell |
84,406
-431
| -0.5% | -$71.8K | 1.2% | 9 |
|
|
2018
Q4 | $12.5M | Sell |
84,837
-3,441
| -4% | -$506K | 1.19% | 9 |
|
|
2018
Q3 | $15.2M | Sell |
88,278
-2,028
| -2% | -$349K | 1.31% | 8 |
|
|
2018
Q2 | $14.7M | Buy |
90,306
+76,004
| +531% | +$12.3M | 1.32% | 8 |
|
|
2018
Q1 | $91.5K | Sell |
14,302
-79,082
| -85% | -$506K | 0.71% | 9 |
|
|
2017
Q4 | $14.8M | Sell |
93,384
-2,301
| -2% | -$364K | 1.39% | 8 |
|
|
2017
Q3 | $14.3M | Sell |
95,685
-441
| -0.5% | -$65.8K | 1.4% | 8 |
|
|
2017
Q2 | $14.1M | Sell |
96,126
-8,230
| -8% | -$1.2M | 1.41% | 8 |
|
|
2017
Q1 | $14.6M | Sell |
104,356
-986
| -0.9% | -$138K | 1.57% | 8 |
|
|
2016
Q4 | $14.4M | Sell |
105,342
-3,186
| -3% | -$434K | 1.6% | 8 |
|
|
2016
Q3 | $13.9M | Sell |
108,528
-711
| -0.7% | -$91.1K | 1.69% | 8 |
|
|
2016
Q2 | $13.5M | Sell |
109,239
-1,401
| -1% | -$174K | 1.74% | 8 |
|
|
2016
Q1 | $13.4M | Buy |
110,640
+92,103
| +497% | +$11.1M | 1.77% | 8 |
|
|
2015
Q4 | $2.23M | Sell |
18,537
-38,591
| -68% | -$4.64M | 0.31% | 14 |
|
|
2015
Q3 | $6.51M | Buy |
57,128
+43,055
| +306% | +$4.9M | 0.97% | 10 |
|
|
2015
Q2 | $1.75M | Sell |
14,073
-276
| -2% | -$34.2K | 0.26% | 11 |
|
|
2015
Q1 | $1.78M | Sell |
14,349
-187
| -1% | -$23.2K | 0.28% | 12 |
|
|
2014
Q4 | $1.78M | Sell |
14,536
-192
| -1% | -$23.5K | 0.28% | 11 |
|
|
2014
Q3 | $1.72M | Sell |
14,728
-1,226
| -8% | -$143K | 0.29% | 11 |
|
|
2014
Q2 | $1.88M | Hold |
15,954
| – | – | 0.33% | 10 |
|
|
2014
Q1 | $1.79M | Buy |
15,954
+3,132
| +24% | +$352K | 0.34% | 10 |
|
|
2013
Q4 | $1.42M | Sell |
12,822
-47
| -0.4% | -$5.2K | 0.28% | 9 |
|
|
2013
Q3 | $1.3M | Buy |
12,869
+9
| +0.1% | +$911 | 0.27% | 12 |
|
|
2013
Q2 | $1.23M | Buy |
+12,860
| New | +$1.23M | 0.33% | 7 |
|