Visionary 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
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $973K | Buy |
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|
2024
Q1 | $943K | Buy |
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|
2023
Q4 | $859K | Buy |
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|
2023
Q3 | $763K | Hold |
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|
2023
Q2 | $792K | Buy |
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|
2023
Q1 | $731K | Buy |
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|
2022
Q4 | $683K | Buy |
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|
2022
Q3 | $635K | Hold |
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|
2022
Q2 | $666K | Buy |
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|
2022
Q1 | $802K | Buy |
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