WWP
Waypoint Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Hold |
1,895
| – | – | 0.16% | 40 |
|
|
2025
Q1 | $602K | Hold |
1,895
| – | – | 0.17% | 34 |
|
|
2024
Q4 | $633K | Hold |
1,895
| – | – | 0.17% | 37 |
|
|
2024
Q3 | $619K | Hold |
1,895
| – | – | 0.16% | 36 |
|
|
2024
Q2 | $585K | Hold |
1,895
| – | – | 0.17% | 33 |
|
|
2024
Q1 | $569K | Hold |
1,895
| – | – | 0.16% | 37 |
|
|
2023
Q4 | $519K | Hold |
1,895
| – | – | 0.16% | 34 |
|
|
2023
Q3 | $464K | Hold |
1,895
| – | – | 0.16% | 39 |
|
|
2023
Q2 | $482K | Hold |
1,895
| – | – | 0.17% | 34 |
|
|
2023
Q1 | $446K | Hold |
1,895
| – | – | 0.16% | 36 |
|
|
2022
Q4 | $418K | Hold |
1,895
| – | – | 0.16% | 34 |
|
|
2022
Q3 | $392K | Hold |
1,895
| – | – | 0.17% | 38 |
|
|
2022
Q2 | $412K | Hold |
1,895
| – | – | 0.16% | 35 |
|
|
2022
Q1 | $497K | Hold |
1,895
| – | – | 0.18% | 31 |
|
|
2021
Q4 | $526K | Hold |
1,895
| – | – | 0.18% | 32 |
|
|
2021
Q3 | $483K | Hold |
1,895
| – | – | 0.18% | 25 |
|
|
2021
Q2 | $485K | Hold |
1,895
| – | – | 0.19% | 24 |
|
|
2021
Q1 | $450K | Hold |
1,895
| – | – | 0.33% | 25 |
|
|
2020
Q4 | $424K | Buy |
+1,895
| New | +$424K | 0.33% | 21 |
|