VHAM
Van Hulzen Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
741
-51
| -6% | -$17.9K | 0.02% | 271 |
|
|
2025
Q1 | $252K | Hold |
792
| – | – | 0.02% | 269 |
|
|
2024
Q4 | $265K | Hold |
792
| – | – | 0.02% | 273 |
|
|
2024
Q3 | $259K | Hold |
792
| – | – | 0.02% | 278 |
|
|
2024
Q2 | $244K | Buy |
792
+97
| +14% | +$29.9K | 0.02% | 275 |
|
|
2024
Q1 | $209K | Buy |
+695
| New | +$209K | 0.01% | 303 |
|
|
2022
Q2 | – | Sell |
-795
| Closed | -$209K | – | 310 |
|
|
2022
Q1 | $209K | Hold |
795
| – | – | 0.02% | 286 |
|
|
2021
Q4 | $221K | Hold |
795
| – | – | 0.02% | 278 |
|
|
2021
Q3 | $203K | Hold |
795
| – | – | 0.03% | 261 |
|
|
2021
Q2 | $203K | Buy |
+795
| New | +$203K | 0.03% | 257 |
|
|
2016
Q4 | – | Sell |
-850
| Closed | -$109K | – | 149 |
|
|
2016
Q3 | $109K | Hold |
850
| – | – | 0.06% | 146 |
|
|
2016
Q2 | $105K | Hold |
850
| – | – | 0.06% | 132 |
|
|
2016
Q1 | $103K | Hold |
850
| – | – | 0.06% | 139 |
|
|
2015
Q4 | $102K | Buy |
+850
| New | +$102K | 0.06% | 138 |
|