U.S. Capital Wealth Advisors’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 | $2.96M | Sell |
8,445
-799
| -9% | -$280K | 0.09% | 227 |
|
|
2025
Q1 | $2.94M | Sell |
9,244
-90
| -1% | -$28.6K | 0.09% | 229 |
|
|
2024
Q4 | $3.12M | Buy |
9,334
+542
| +6% | +$181K | 0.1% | 217 |
|
|
2024
Q3 | $2.87M | Sell |
8,792
-367
| -4% | -$120K | 0.1% | 193 |
|
|
2024
Q2 | $2.83M | Buy |
9,159
+224
| +3% | +$69.1K | 0.11% | 183 |
|
|
2024
Q1 | $2.68M | Buy |
8,935
+2,474
| +38% | +$742K | 0.1% | 188 |
|
|
2023
Q4 | $1.77M | Buy |
6,461
+888
| +16% | +$243K | 0.07% | 255 |
|
|
2023
Q3 | $1.37M | Sell |
5,573
-29
| -0.5% | -$7.11K | 0.06% | 262 |
|
|
2023
Q2 | $1.43M | Buy |
5,602
+2,618
| +88% | +$666K | 0.07% | 262 |
|
|
2023
Q1 | $702K | Buy |
2,984
+1,208
| +68% | +$284K | 0.03% | 374 |
|
|
2022
Q4 | $392K | Buy |
+1,776
| New | +$392K | 0.02% | 493 |
|