WMA
Wealth Management Associates’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
1,000
| – | – | 0.14% | 140 |
|
|
2025
Q1 | $318K | Hold |
1,000
| – | – | 0.14% | 145 |
|
|
2024
Q4 | $334K | Hold |
1,000
| – | – | 0.14% | 141 |
|
|
2024
Q3 | $327K | Hold |
1,000
| – | – | 0.14% | 140 |
|
|
2024
Q2 | $309K | Hold |
1,000
| – | – | 0.14% | 138 |
|
|
2024
Q1 | $309K | Hold |
1,000
| – | – | 0.14% | 138 |
|
|
2023
Q4 | $274K | Hold |
1,000
| – | – | 0.14% | 150 |
|
|
2023
Q3 | $245K | Hold |
1,000
| – | – | 0.14% | 150 |
|
|
2023
Q2 | $254K | Hold |
1,000
| – | – | 0.14% | 150 |
|
|
2023
Q1 | $235K | Hold |
1,000
| – | – | 0.15% | 162 |
|
|
2022
Q4 | $221K | Hold |
1,000
| – | – | 0.15% | 164 |
|
|
2022
Q3 | $207K | Buy |
+1,000
| New | +$207K | 0.15% | 161 |
|