V
Veritable’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,905
| Closed | -$3.28M | – | 419 |
|
|
2023
Q2 | $3.28M | Buy |
12,905
+8
| +0.1% | +$2.04K | 0.05% | 166 |
|
|
2023
Q1 | $3.04M | Buy |
12,897
+13
| +0.1% | +$3.06K | 0.05% | 179 |
|
|
2022
Q4 | $2.84M | Buy |
12,884
+33
| +0.3% | +$7.28K | 0.05% | 179 |
|
|
2022
Q3 | $2.66M | Hold |
12,851
| – | – | 0.05% | 167 |
|
|
2022
Q2 | $2.79M | Buy |
12,851
+10
| +0.1% | +$2.17K | 0.05% | 182 |
|
|
2022
Q1 | $3.37M | Buy |
12,841
+10
| +0.1% | +$2.62K | 0.05% | 181 |
|
|
2021
Q4 | $3.56M | Buy |
12,831
+21
| +0.2% | +$5.83K | 0.05% | 169 |
|
|
2021
Q3 | $3.27M | Hold |
12,810
| – | – | 0.05% | 174 |
|
|
2021
Q2 | $3.28M | Buy |
12,810
+110
| +0.9% | +$28.1K | 0.05% | 174 |
|
|
2021
Q1 | $3.01M | Sell |
12,700
-935
| -7% | -$222K | 0.05% | 168 |
|
|
2020
Q4 | $3.05M | Buy |
13,635
+13
| +0.1% | +$2.91K | 0.06% | 162 |
|
|
2020
Q3 | $2.67M | Buy |
13,622
+13
| +0.1% | +$2.54K | 0.05% | 164 |
|
|
2020
Q2 | $2.45M | Sell |
13,609
-19,553
| -59% | -$3.52M | 0.05% | 160 |
|
|
2020
Q1 | $4.92M | Sell |
33,162
-6,670
| -17% | -$989K | 0.12% | 97 |
|
|
2019
Q4 | $7.51M | Buy |
39,832
+184
| +0.5% | +$34.7K | 0.14% | 91 |
|
|
2019
Q3 | $6.89M | Buy |
39,648
+327
| +0.8% | +$56.8K | 0.13% | 95 |
|
|
2019
Q2 | $6.78M | Buy |
39,321
+20
| +0.1% | +$3.45K | 0.13% | 97 |
|
|
2019
Q1 | $6.55M | Sell |
39,301
-7,027
| -15% | -$1.17M | 0.13% | 100 |
|
|
2018
Q4 | $6.81M | Buy |
46,328
+32,745
| +241% | +$4.81M | 0.16% | 92 |
|
|
2018
Q3 | $2.34M | Buy |
13,583
+14
| +0.1% | +$2.41K | 0.05% | 187 |
|
|
2018
Q2 | $2.2M | Hold |
13,569
| – | – | 0.05% | 189 |
|
|
2018
Q1 | $2.12M | Buy |
13,569
+15
| +0.1% | +$2.35K | 0.05% | 195 |
|
|
2017
Q4 | $2.14M | Buy |
13,554
+30
| +0.2% | +$4.75K | 0.04% | 197 |
|
|
2017
Q3 | $2.02M | Buy |
13,524
+16
| +0.1% | +$2.39K | 0.04% | 221 |
|
|
2017
Q2 | $1.95M | Hold |
13,508
| – | – | 0.04% | 225 |
|
|
2017
Q1 | $1.89M | Buy |
13,508
+14
| +0.1% | +$1.96K | 0.05% | 222 |
|
|
2016
Q4 | $1.79M | Buy |
13,494
+31
| +0.2% | +$4.12K | 0.04% | 223 |
|
|
2016
Q3 | $1.73M | Sell |
13,463
-267
| -2% | -$34.2K | 0.04% | 220 |
|
|
2016
Q2 | $1.7M | Hold |
13,730
| – | – | 0.04% | 216 |
|
|
2016
Q1 | $1.66M | Buy |
13,730
+40
| +0.3% | +$4.83K | 0.04% | 219 |
|
|
2015
Q4 | $1.65M | Buy |
13,690
+3,128
| +30% | +$376K | 0.05% | 217 |
|
|
2015
Q3 | $1.2M | Hold |
10,562
| – | – | 0.04% | 259 |
|
|
2015
Q2 | $1.31M | Sell |
10,562
-1,916
| -15% | -$237K | 0.04% | 259 |
|
|
2015
Q1 | $1.55M | Buy |
12,478
+91
| +0.7% | +$11.3K | 0.03% | 304 |
|
|
2014
Q4 | $1.52M | Buy |
12,387
+401
| +3% | +$49K | 0.03% | 309 |
|
|
2014
Q3 | $1.4M | Sell |
11,986
-386
| -3% | -$45.1K | 0.03% | 319 |
|
|
2014
Q2 | $1.46M | Buy |
12,372
+872
| +8% | +$103K | 0.03% | 313 |
|
|
2014
Q1 | $1.29M | Hold |
11,500
| – | – | 0.03% | 338 |
|
|
2013
Q4 | $1.27M | Sell |
11,500
-3,447
| -23% | -$381K | 0.03% | 336 |
|
|
2013
Q3 | $1.51M | Sell |
14,947
-299
| -2% | -$30.2K | 0.04% | 286 |
|
|
2013
Q2 | $1.47M | Buy |
+15,246
| New | +$1.47M | 0.04% | 298 |
|