Waypoint Wealth Partners’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 | $665K | Hold |
|
|||||
|
2025
Q1 | $602K | Hold |
|
|||||
|
2024
Q4 | $633K | Hold |
|
|||||
|
2024
Q3 | $619K | Hold |
|
|||||
|
2024
Q2 | $585K | Hold |
|
|||||
|
2024
Q1 | $569K | Hold |
|
|||||
|
2023
Q4 | $519K | Hold |
|
|||||
|
2023
Q3 | $464K | Hold |
|
|||||
|
2023
Q2 | $482K | Hold |
|
|||||
|
2023
Q1 | $446K | Hold |
|
|||||
|
2022
Q4 | $418K | Hold |
|
|||||
|
2022
Q3 | $392K | Hold |
|
|||||
|
2022
Q2 | $412K | Hold |
|
|||||
|
2022
Q1 | $497K | Hold |
|
|||||
|
2021
Q4 | $526K | Hold |
|
|||||
|
2021
Q3 | $483K | Hold |
|
|||||
|
2021
Q2 | $485K | Hold |
|
|||||
|
2021
Q1 | $450K | Hold |
|
|||||
|
2020
Q4 | $424K | Buy |
|