WAL
W Advisors LLC’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Sell |
2,431
-92
| -4% | -$32.3K | 0.49% | 47 |
|
|
2025
Q1 | $801K | Buy |
2,523
+5
| +0.2% | +$1.59K | 0.5% | 47 |
|
|
2024
Q4 | $842K | Sell |
2,518
-434
| -15% | -$145K | 0.52% | 44 |
|
|
2024
Q3 | $965K | Buy |
2,952
+68
| +2% | +$22.2K | 0.59% | 42 |
|
|
2024
Q2 | $890K | Buy |
2,884
+4
| +0.1% | +$1.24K | 0.58% | 40 |
|
|
2024
Q1 | $864K | Sell |
2,880
-14
| -0.5% | -$4.2K | 0.59% | 42 |
|
|
2023
Q4 | $792K | Sell |
2,894
-1,871
| -39% | -$512K | 0.59% | 41 |
|
|
2023
Q3 | $1.17M | Sell |
4,765
-666
| -12% | -$163K | 0.96% | 27 |
|
|
2023
Q2 | $1.38M | Buy |
5,431
+2
| +0% | +$509 | 1.08% | 25 |
|
|
2023
Q1 | $1.28M | Sell |
5,429
-838
| -13% | -$197K | 1.06% | 26 |
|
|
2022
Q4 | $1.38M | Buy |
6,267
+1,763
| +39% | +$389K | 1.15% | 22 |
|
|
2022
Q3 | $932K | Sell |
4,504
-215
| -5% | -$44.5K | 0.87% | 29 |
|
|
2022
Q2 | $1.03M | Sell |
4,719
-157
| -3% | -$34.1K | 0.89% | 26 |
|
|
2022
Q1 | $1.28M | Sell |
4,876
-315
| -6% | -$82.6K | 0.97% | 30 |
|
|
2021
Q4 | $1.44M | Buy |
+5,191
| New | +$1.44M | 1.07% | 23 |
|