Valmark Advisers’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $583K | Sell |
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|
2025
Q2 | $853K | Sell |
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|
2025
Q1 | $776K | Sell |
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|
2024
Q4 | $819K | Sell |
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|
2024
Q3 | $851K | Sell |
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|
2024
Q2 | $865K | Hold |
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|
2024
Q1 | $841K | Sell |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $685K | Sell |
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|
2023
Q2 | $724K | Hold |
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|
2023
Q1 | $670K | Hold |
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|
2022
Q4 | $628K | Hold |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $565K | Sell |
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|
2022
Q1 | $791K | Buy |
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|
2021
Q4 | $480K | Buy |
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