Wealthcare Advisory 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
Q3 | $1.6M | Sell |
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|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.1M | Hold |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $929K | Hold |
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|
2023
Q3 | $831K | Hold |
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|
2023
Q2 | $863K | Sell |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $640K | Hold |
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|
2022
Q3 | $600K | Sell |
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|
2022
Q2 | $657K | Buy |
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|
2022
Q1 | $793K | Hold |
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|
2021
Q4 | $838K | Sell |
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|
2021
Q3 | $780K | Sell |
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|
2021
Q2 | $880K | Buy |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $639K | Buy |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $395K | Buy |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $306K | Hold |
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|
2019
Q3 | $282K | Sell |
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|
2019
Q2 | $311K | Hold |
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|
2019
Q1 | $300K | Hold |
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|
2018
Q4 | $265K | Sell |
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|
2018
Q3 | $419K | Buy |
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|
2018
Q2 | $334K | Hold |
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|
2018
Q1 | $322K | Buy |
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|
2017
Q4 | $227K | Sell |
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|
2017
Q3 | $230K | Buy |
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|
2017
Q2 | $22K | Hold |
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|
2017
Q1 | $22K | Hold |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $19K | Buy |
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