RAFFA WEALTH MANAGEMENT, 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,784
| Closed | -$4.05M | – | 1142 |
|
|
2023
Q4 | $4.05M | Hold |
14,784
| – | – | 1.23% | 17 |
|
|
2023
Q3 | $3.62M | Hold |
14,784
| – | – | 1.23% | 17 |
|
|
2023
Q2 | $3.76M | Hold |
14,784
| – | – | 1.28% | 15 |
|
|
2023
Q1 | $3.48M | Sell |
14,784
-14,784
| -50% | -$3.41M | 1.27% | 16 |
|
|
2022
Q4 | $6.53M | Hold |
29,568
| – | – | 2.67% | 7 |
|
|
2022
Q3 | $6.12M | Buy |
29,568
+8,418
| +40% | +$1.94M | 2.71% | 7 |
|
|
2022
Q2 | $4.6M | Buy |
21,150
+15,745
| +291% | +$3.73M | 2.09% | 8 |
|
|
2022
Q1 | $1.42M | Buy |
5,405
+5,105
| +1,702% | +$1.32M | 0.53% | 20 |
|
|
2021
Q4 | $83.3K | Hold |
300
| – | – | 0.03% | 108 |
|
|
2021
Q3 | $76.5K | Hold |
300
| – | – | 0.03% | 91 |
|
|
2021
Q2 | $76.8K | Hold |
300
| – | – | 0.03% | 94 |
|
|
2021
Q1 | $71.2K | Hold |
300
| – | – | 0.03% | 113 |
|
|
2020
Q4 | $67.1K | Hold |
300
| – | – | 0.02% | 108 |
|
|
2020
Q3 | $58.7K | Hold |
300
| – | – | 0.02% | 107 |
|
|
2020
Q2 | $54K | Hold |
300
| – | – | 0.02% | 109 |
|
|
2020
Q1 | $45.2K | Sell |
300
-1,760
| -85% | -$313K | 0.02% | 109 |
|
|
2019
Q4 | $388K | Hold |
2,060
| – | – | 0.14% | 44 |
|
|
2019
Q3 | $358K | Buy |
+2,060
| New | +$357K | 0.13% | 46 |
|
|
2019
Q2 | – | Sell |
-2,060
| Closed | -$343K | – | 1066 |
|
|
2019
Q1 | $343K | Sell |
2,060
-49,091
| -96% | -$7.88M | 0.14% | 41 |
|
|
2018
Q4 | $7.52M | Sell |
51,151
-5,012
| -9% | -$796K | 2.87% | 5 |
|
|
2018
Q3 | $9.68M | Buy |
56,163
+6,562
| +13% | +$1.11M | 3.42% | 4 |
|
|
2018
Q2 | $8.05M | Buy |
49,601
+7,988
| +19% | +$1.28M | 3% | 4 |
|
|
2018
Q1 | $6.51M | Buy |
41,613
+6,255
| +18% | +$1.01M | 2.38% | 6 |
|
|
2017
Q4 | $5.59M | Buy |
35,358
+3,417
| +11% | +$527K | 2.17% | 7 |
|
|
2017
Q3 | $4.77M | Buy |
31,941
+10,008
| +46% | +$1.46M | 1.94% | 8 |
|
|
2017
Q2 | $3.16M | Buy |
21,933
+16,561
| +308% | +$2.35M | 1.37% | 8 |
|
|
2017
Q1 | $752K | Hold |
5,372
| – | – | 0.37% | 15 |
|
|
2016
Q4 | $714K | Hold |
5,372
| – | – | 0.37% | 17 |
|
|
2016
Q3 | $689K | Hold |
5,372
| – | – | 0.37% | 17 |
|
|
2016
Q2 | $666K | Hold |
5,372
| – | – | 0.37% | 16 |
|
|
2016
Q1 | $649K | Hold |
5,372
| – | – | 0.37% | 16 |
|
|
2015
Q4 | $646K | Hold |
5,372
| – | – | 0.39% | 16 |
|
|
2015
Q3 | $612K | Buy |
5,372
+445
| +9% | +$53.9K | 0.37% | 16 |
|
|
2015
Q2 | $611K | Hold |
4,927
| – | – | 0.36% | 17 |
|
|
2015
Q1 | $610K | Hold |
4,927
| – | – | 0.36% | 15 |
|
|
2014
Q4 | $603K | Hold |
4,927
| – | – | 0.36% | 16 |
|
|
2014
Q3 | $575K | Hold |
4,927
| – | – | 0.43% | 14 |
|
|
2014
Q2 | $580K | Hold |
4,927
| – | – | 0.44% | 13 |
|
|
2014
Q1 | $553K | Hold |
4,927
| – | – | 0.45% | 14 |
|
|
2013
Q4 | $603K | Buy |
+4,927
| New | +$523K | 0.36% | 16 |
|
Other funds holding IWV
SCM
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RAFFA WEALTH MANAGEMENT, LLC's IWV Position: Q1 2024 in Review
RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Russell 3000 ETF (IWV) in Q1 2024, closing a stake of 14,784 shares — an estimated $4.05M sold.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWV in Q4 2013 and held it in 40 quarters. The position peaked at $9.68M in Q3 2018. 758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.
- RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Russell 3000 ETF position as of Q1 2024 after selling out during the quarter.
- RAFFA WEALTH MANAGEMENT, LLC sold 14,784 iShares Russell 3000 ETF shares in Q1 2024, an estimated $4.05M.
- RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 40 quarters.
- RAFFA WEALTH MANAGEMENT, LLC's iShares Russell 3000 ETF position peaked at $9.68M in Q3 2018.
- 758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.
Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2024, filed 27 Jul 2026.