Tyler-Stone Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-92
| Closed | -$28.4K | – | 600 |
|
|
2024
Q2 | $28.4K | Hold |
92
| – | – | 0.01% | 449 |
|
|
2024
Q1 | $27.6K | Hold |
92
| – | – | 0.01% | 455 |
|
|
2023
Q4 | $25.2K | Hold |
92
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $23K | Hold |
92
| – | – | 0.01% | 456 |
|
|
2023
Q2 | $23K | Buy |
+92
| New | +$23K | 0.01% | 456 |
|
|
2022
Q4 | $31K | Hold |
142
| – | – | 0.02% | 384 |
|
|
2022
Q3 | $29K | Hold |
142
| – | – | 0.02% | 374 |
|
|
2022
Q2 | $31K | Hold |
142
| – | – | 0.02% | 382 |
|
|
2022
Q1 | $37K | Hold |
142
| – | – | 0.02% | 379 |
|
|
2021
Q4 | $39K | Buy |
+142
| New | +$39K | 0.02% | 392 |
|