W Advisors LLC’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 | $853K | Sell |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $842K | Sell |
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|
2024
Q3 | $965K | Buy |
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|
2024
Q2 | $890K | Buy |
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|
2024
Q1 | $864K | Sell |
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|
2023
Q4 | $792K | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $932K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.44M | Buy |
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