VERITY Wealth Advisors’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 | $626K | Hold |
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|
2025
Q2 | $580K | Hold |
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|
2025
Q1 | $524K | Hold |
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|
2024
Q4 | $552K | Hold |
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|
2024
Q3 | $539K | Hold |
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|
2024
Q2 | $510K | Sell |
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|
2024
Q1 | $531K | Hold |
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|
2023
Q4 | $484K | Hold |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $501K | Hold |
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|
2023
Q1 | $463K | Hold |
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|
2022
Q4 | $434K | Hold |
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|
2022
Q3 | $407K | Hold |
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|
2022
Q2 | $428K | Hold |
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|
2022
Q1 | $516K | Hold |
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|
2021
Q4 | $546K | Hold |
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|
2021
Q3 | $501K | Hold |
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|
2021
Q2 | $503K | Hold |
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|
2021
Q1 | $467K | Hold |
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|
2020
Q4 | $440K | Hold |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $354K | Hold |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $427K | Hold |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $390K | Hold |
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|
2019
Q1 | $377K | Hold |
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|
2018
Q4 | $332K | Buy |
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