Wealth Enhancement Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
37,445
+1,481
| +4% | +$527K | 0.02% | 544 |
|
|
2025
Q1 | $11.4M | Buy |
35,964
+1,314
| +4% | +$417K | 0.02% | 538 |
|
|
2024
Q4 | $11.6M | Buy |
34,650
+20,315
| +142% | +$6.79M | 0.02% | 513 |
|
|
2024
Q3 | $4.68M | Sell |
14,335
-786
| -5% | -$257K | 0.01% | 747 |
|
|
2024
Q2 | $4.67M | Buy |
15,121
+2,879
| +24% | +$889K | 0.01% | 708 |
|
|
2024
Q1 | $3.67M | Buy |
12,242
+268
| +2% | +$80.4K | 0.01% | 750 |
|
|
2023
Q4 | $3.28M | Buy |
11,974
+3,749
| +46% | +$1.03M | 0.01% | 731 |
|
|
2023
Q3 | $2.02M | Buy |
8,225
+7,162
| +674% | +$1.76M | 0.01% | 862 |
|
|
2023
Q2 | $270K | Buy |
1,063
+2
| +0.2% | +$509 | ﹤0.01% | 450 |
|
|
2023
Q1 | $250K | Buy |
+1,061
| New | +$250K | ﹤0.01% | 474 |
|