WBH Advisory’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 | – | Sell |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $205K | Hold |
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|
2024
Q3 | $200K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $254K | Hold |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $220K | Buy |
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|
2015
Q2 | $239K | Sell |
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|
2015
Q1 | $238 | Buy |
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|
2014
Q4 | $235K | Buy |
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|
2014
Q3 | $224K | Buy |
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|
2014
Q2 | $225K | Buy |
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|
2014
Q1 | $214K | Sell |
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|
2013
Q4 | $263K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $228K | Buy |
|