Wealthcare Advisory Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
4,280
+813
| +23% | +$285K | 0.03% | 392 |
|
|
2025
Q1 | $1.1M | Hold |
3,467
| – | – | 0.03% | 422 |
|
|
2024
Q4 | $1.16M | Hold |
3,467
| – | – | 0.03% | 388 |
|
|
2024
Q3 | $1.13M | Sell |
3,467
-46
| -1% | -$15K | 0.03% | 395 |
|
|
2024
Q2 | $1.08M | Buy |
3,513
+120
| +4% | +$37K | 0.03% | 362 |
|
|
2024
Q1 | $1.02M | Hold |
3,393
| – | – | 0.03% | 356 |
|
|
2023
Q4 | $929K | Hold |
3,393
| – | – | 0.04% | 328 |
|
|
2023
Q3 | $831K | Hold |
3,393
| – | – | 0.04% | 313 |
|
|
2023
Q2 | $863K | Sell |
3,393
-154
| -4% | -$39.2K | 0.04% | 317 |
|
|
2023
Q1 | $835K | Buy |
3,547
+649
| +22% | +$153K | 0.04% | 326 |
|
|
2022
Q4 | $640K | Hold |
2,898
| – | – | 0.03% | 361 |
|
|
2022
Q3 | $600K | Sell |
2,898
-124
| -4% | -$25.7K | 0.03% | 315 |
|
|
2022
Q2 | $657K | Buy |
3,022
+1
| +0% | +$217 | 0.04% | 274 |
|
|
2022
Q1 | $793K | Hold |
3,021
| – | – | 0.05% | 228 |
|
|
2021
Q4 | $838K | Sell |
3,021
-40
| -1% | -$11.1K | 0.05% | 226 |
|
|
2021
Q3 | $780K | Sell |
3,061
-379
| -11% | -$96.6K | 0.05% | 229 |
|
|
2021
Q2 | $880K | Buy |
3,440
+359
| +12% | +$91.8K | 0.06% | 217 |
|
|
2021
Q1 | $731K | Buy |
3,081
+223
| +8% | +$52.9K | 0.05% | 228 |
|
|
2020
Q4 | $639K | Buy |
2,858
+264
| +10% | +$59K | 0.06% | 198 |
|
|
2020
Q3 | $508K | Buy |
2,594
+403
| +18% | +$78.9K | 0.06% | 196 |
|
|
2020
Q2 | $395K | Buy |
2,191
+424
| +24% | +$76.4K | 0.05% | 209 |
|
|
2020
Q1 | $262K | Buy |
1,767
+142
| +9% | +$21.1K | 0.04% | 231 |
|
|
2019
Q4 | $306K | Hold |
1,625
| – | – | 0.04% | 238 |
|
|
2019
Q3 | $282K | Sell |
1,625
-177
| -10% | -$30.7K | 0.04% | 223 |
|
|
2019
Q2 | $311K | Hold |
1,802
| – | – | 0.05% | 199 |
|
|
2019
Q1 | $300K | Hold |
1,802
| – | – | 0.05% | 184 |
|
|
2018
Q4 | $265K | Sell |
1,802
-630
| -26% | -$92.6K | 0.05% | 175 |
|
|
2018
Q3 | $419K | Buy |
2,432
+375
| +18% | +$64.6K | 0.08% | 138 |
|
|
2018
Q2 | $334K | Hold |
2,057
| – | – | 0.07% | 159 |
|
|
2018
Q1 | $322K | Buy |
2,057
+623
| +43% | +$97.5K | 0.07% | 145 |
|
|
2017
Q4 | $227K | Sell |
1,434
-108
| -7% | -$17.1K | 0.06% | 163 |
|
|
2017
Q3 | $230K | Buy |
1,542
+1,387
| +895% | +$207K | 0.07% | 135 |
|
|
2017
Q2 | $22K | Hold |
155
| – | – | 0.01% | 63 |
|
|
2017
Q1 | $22K | Hold |
155
| – | – | 0.01% | 62 |
|
|
2016
Q4 | $21K | Hold |
155
| – | – | 0.01% | 66 |
|
|
2016
Q3 | $20K | Hold |
155
| – | – | 0.01% | 54 |
|
|
2016
Q2 | $19K | Buy |
+155
| New | +$19K | 0.01% | 68 |
|