Wealth Management Partners’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 | $936K | Sell |
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|
2025
Q1 | $843K | Sell |
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|
2024
Q4 | $890K | Sell |
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|
2024
Q3 | $872K | Sell |
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|
2024
Q2 | $825K | Sell |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $743K | Sell |
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|
2023
Q3 | $665K | Sell |
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|
2023
Q2 | $697K | Hold |
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|
2023
Q1 | $645K | Sell |
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|
2022
Q4 | $610K | Hold |
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|
2022
Q3 | $586K | Hold |
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|
2022
Q2 | $610K | Hold |
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|
2022
Q1 | $741K | Hold |
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|
2021
Q4 | $789K | Buy |
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|
2021
Q3 | $729K | Sell |
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|
2021
Q2 | $737K | Sell |
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|
2021
Q1 | $706K | Hold |
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|
2020
Q4 | $669K | Buy |
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