WMP
Wealth Management 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 | $936K | Sell |
2,648
-7
| -0.3% | -$2.47K | 0.33% | 65 |
|
|
2025
Q1 | $843K | Sell |
2,655
-9
| -0.3% | -$2.86K | 0.39% | 58 |
|
|
2024
Q4 | $890K | Sell |
2,664
-6
| -0.2% | -$2.01K | 0.38% | 58 |
|
|
2024
Q3 | $872K | Sell |
2,670
-4
| -0.1% | -$1.31K | 0.4% | 53 |
|
|
2024
Q2 | $825K | Sell |
2,674
-29
| -1% | -$8.95K | 0.4% | 51 |
|
|
2024
Q1 | $811K | Sell |
2,703
-10
| -0.4% | -$3K | 0.41% | 50 |
|
|
2023
Q4 | $743K | Sell |
2,713
-1
| -0% | -$274 | 0.41% | 49 |
|
|
2023
Q3 | $665K | Sell |
2,714
-25
| -0.9% | -$6.13K | 0.41% | 53 |
|
|
2023
Q2 | $697K | Hold |
2,739
| – | – | 0.44% | 49 |
|
|
2023
Q1 | $645K | Sell |
2,739
-261
| -9% | -$61.4K | 0.45% | 49 |
|
|
2022
Q4 | $610K | Hold |
3,000
| – | – | 0.51% | 46 |
|
|
2022
Q3 | $586K | Hold |
3,000
| – | – | 0.52% | 47 |
|
|
2022
Q2 | $610K | Hold |
3,000
| – | – | 0.53% | 47 |
|
|
2022
Q1 | $741K | Hold |
3,000
| – | – | 0.53% | 44 |
|
|
2021
Q4 | $789K | Buy |
3,000
+141
| +5% | +$37.1K | 0.54% | 44 |
|
|
2021
Q3 | $729K | Sell |
2,859
-19
| -0.7% | -$4.85K | 0.54% | 48 |
|
|
2021
Q2 | $737K | Sell |
2,878
-25
| -0.9% | -$6.4K | 0.51% | 51 |
|
|
2021
Q1 | $706K | Hold |
2,903
| – | – | 0.53% | 54 |
|
|
2020
Q4 | $669K | Buy |
+2,903
| New | +$669K | 0.52% | 50 |
|