Vawter Financial’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 | – | Sell |
-1,515
| Closed | -$481K | – | 62 |
|
|
2025
Q1 | $481K | Hold |
1,515
| – | – | 0.27% | 57 |
|
|
2024
Q4 | $506K | Hold |
1,515
| – | – | 0.3% | 50 |
|
|
2024
Q3 | $495K | Hold |
1,515
| – | – | 0.3% | 51 |
|
|
2024
Q2 | $468K | Sell |
1,515
-33
| -2% | -$10.2K | 0.32% | 50 |
|
|
2024
Q1 | $465K | Sell |
1,548
-36
| -2% | -$10.8K | 0.34% | 48 |
|
|
2023
Q4 | $434K | Hold |
1,584
| – | – | 0.34% | 43 |
|
|
2023
Q3 | $388K | Hold |
1,584
| – | – | 0.44% | 41 |
|
|
2023
Q2 | $403K | Sell |
1,584
-42
| -3% | -$10.7K | 0.35% | 44 |
|
|
2023
Q1 | $383K | Sell |
1,626
-220
| -12% | -$51.8K | 0.39% | 37 |
|
|
2022
Q4 | $407K | Buy |
+1,846
| New | +$407K | 0.47% | 34 |
|