Visionary Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
3,189
+9
| +0.3% | +$3.16K | 0.06% | 257 |
|
|
2025
Q1 | $1.01M | Buy |
3,180
+8
| +0.3% | +$2.54K | 0.06% | 256 |
|
|
2024
Q4 | $1.06M | Buy |
3,172
+10
| +0.3% | +$3.34K | 0.06% | 246 |
|
|
2024
Q3 | $1.03M | Buy |
3,162
+10
| +0.3% | +$3.27K | 0.06% | 249 |
|
|
2024
Q2 | $973K | Buy |
3,152
+8
| +0.3% | +$2.47K | 0.06% | 244 |
|
|
2024
Q1 | $943K | Buy |
3,144
+6
| +0.2% | +$1.8K | 0.06% | 240 |
|
|
2023
Q4 | $859K | Buy |
3,138
+25
| +0.8% | +$6.84K | 0.06% | 243 |
|
|
2023
Q3 | $763K | Hold |
3,113
| – | – | 0.06% | 239 |
|
|
2023
Q2 | $792K | Buy |
3,113
+8
| +0.3% | +$2.04K | 0.06% | 239 |
|
|
2023
Q1 | $731K | Buy |
3,105
+11
| +0.4% | +$2.59K | 0.06% | 230 |
|
|
2022
Q4 | $683K | Buy |
3,094
+29
| +0.9% | +$6.4K | 0.06% | 205 |
|
|
2022
Q3 | $635K | Hold |
3,065
| – | – | 0.07% | 198 |
|
|
2022
Q2 | $666K | Buy |
3,065
+9
| +0.3% | +$1.96K | 0.06% | 209 |
|
|
2022
Q1 | $802K | Buy |
+3,056
| New | +$802K | 0.06% | 196 |
|