Waverly 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 | $54.7M | Sell |
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|
2025
Q1 | $49.6M | Buy |
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|
2024
Q4 | $50.9M | Buy |
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|
2024
Q3 | $46.6M | Sell |
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|
2024
Q2 | $58.2M | Sell |
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|
2024
Q1 | $56.9M | Buy |
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|
2023
Q4 | $25.5M | Sell |
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|
2023
Q3 | $23.3M | Sell |
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|
2023
Q2 | $24.4M | Sell |
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|
2023
Q1 | $24M | Sell |
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|
2022
Q4 | $22.7M | Buy |
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|
2022
Q3 | $4.29M | Buy |
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|
2022
Q2 | $3.9M | Sell |
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|
2022
Q1 | $5.05M | Sell |
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|
2021
Q4 | $5.72M | Buy |
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|
2021
Q3 | $4.97M | Buy |
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|
2021
Q2 | $4.76M | Sell |
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|
2021
Q1 | $4.94M | Sell |
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|
2020
Q4 | $5.26M | Sell |
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|
2020
Q3 | $4.35M | Sell |
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|
2020
Q2 | $4.68M | Sell |
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|
2020
Q1 | $3.99M | Sell |
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|
2019
Q4 | $12.7M | Sell |
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|
2019
Q3 | $13.7M | Sell |
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|
2019
Q2 | $13.6M | Sell |
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|
2019
Q1 | $13.4M | Sell |
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|
2018
Q4 | $12.1M | Buy |
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