Vertex Planning Partners’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
Q2 | $1.92M | Sell |
|
|||||
|
2025
Q1 | $1.84M | Sell |
|
|||||
|
2024
Q4 | $1.96M | Buy |
|
|||||
|
2024
Q3 | $1.8M | Sell |
|
|||||
|
2024
Q2 | $1.71M | Sell |
|
|||||
|
2024
Q1 | $1.72M | Sell |
|
|||||
|
2023
Q4 | $1.58M | Buy |
|
|||||
|
2023
Q3 | $1.34M | Buy |
|
|||||
|
2023
Q2 | $1.36M | Buy |
|
|||||
|
2023
Q1 | $1.26M | Sell |
|
|||||
|
2022
Q4 | $1.7M | Buy |
|