Verum Partners’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 | $1.94M | Hold |
5,539
| – | – | 0.45% | 43 |
|
|
2025
Q1 | $1.76M | Hold |
5,539
| – | – | 0.47% | 41 |
|
|
2024
Q4 | $1.85M | Hold |
5,539
| – | – | 0.53% | 39 |
|
|
2024
Q3 | $1.81M | Hold |
5,539
| – | – | 0.53% | 40 |
|
|
2024
Q2 | $1.71M | Hold |
5,539
| – | – | 0.55% | 38 |
|
|
2024
Q1 | $1.66M | Hold |
5,539
| – | – | 0.59% | 43 |
|
|
2023
Q4 | $1.52M | Sell |
5,539
-200
| -3% | -$54.7K | 0.6% | 45 |
|
|
2023
Q3 | $1.41M | Hold |
5,739
| – | – | 0.63% | 45 |
|
|
2023
Q2 | $1.46M | Hold |
5,739
| – | – | 1.33% | 22 |
|
|
2023
Q1 | $1.35M | Hold |
5,739
| – | – | 1.44% | 21 |
|
|
2022
Q4 | $1.27M | Buy |
+5,739
| New | +$1.27M | 1.56% | 20 |
|