WE
Wealth Effects’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Hold |
1,569
| – | – | 0.21% | 92 |
|
|
2025
Q1 | $498K | Hold |
1,569
| – | – | 0.21% | 95 |
|
|
2024
Q4 | $524K | Hold |
1,569
| – | – | 0.19% | 104 |
|
|
2024
Q3 | $513K | Hold |
1,569
| – | – | 0.18% | 104 |
|
|
2024
Q2 | $484K | Sell |
1,569
-18
| -1% | -$5.56K | 0.18% | 106 |
|
|
2024
Q1 | $476K | Hold |
1,587
| – | – | 0.18% | 113 |
|
|
2023
Q4 | $434K | Sell |
1,587
-618
| -28% | -$169K | 0.16% | 120 |
|
|
2023
Q3 | $540K | Hold |
2,205
| – | – | 0.27% | 86 |
|
|
2023
Q2 | $561K | Hold |
2,205
| – | – | 0.25% | 88 |
|
|
2023
Q1 | $519K | Hold |
2,205
| – | – | 0.27% | 85 |
|
|
2022
Q4 | $487K | Buy |
+2,205
| New | +$487K | 0.28% | 84 |
|