WealthShield 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 | $187K | Sell |
532
-29
| -5% | -$10.2K | 0.02% | 335 |
|
|
2025
Q1 | $178K | Buy |
561
+202
| +56% | +$64.2K | 0.02% | 330 |
|
|
2024
Q4 | $120K | Sell |
359
-39
| -10% | -$13K | 0.02% | 323 |
|
|
2024
Q3 | $130K | Buy |
398
+39
| +11% | +$12.7K | 0.02% | 326 |
|
|
2024
Q2 | $111K | Hold |
359
| – | – | 0.02% | 319 |
|
|
2024
Q1 | $108K | Sell |
359
-10
| -3% | -$3K | 0.02% | 318 |
|
|
2023
Q4 | $101K | Hold |
369
| – | – | 0.02% | 324 |
|
|
2023
Q3 | $90.8K | Hold |
369
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $93.9K | Hold |
369
| – | – | 0.01% | 345 |
|
|
2023
Q1 | $86.9K | Buy |
+369
| New | +$86.9K | 0.01% | 349 |
|
|
2021
Q2 | – | Sell |
-39
| Closed | -$9K | – | 952 |
|
|
2021
Q1 | $9K | Buy |
+39
| New | +$9K | ﹤0.01% | 826 |
|
|
2020
Q4 | – | Sell |
-191
| Closed | -$37K | – | 350 |
|
|
2020
Q3 | $37K | Buy |
191
+152
| +390% | +$29.4K | 0.01% | 314 |
|
|
2020
Q2 | $7K | Hold |
39
| – | – | ﹤0.01% | 300 |
|
|
2020
Q1 | $6K | Hold |
39
| – | – | ﹤0.01% | 232 |
|
|
2019
Q4 | $7K | Hold |
39
| – | – | ﹤0.01% | 251 |
|
|
2019
Q3 | $7K | Hold |
39
| – | – | ﹤0.01% | 241 |
|
|
2019
Q2 | $7K | Buy |
+39
| New | +$7K | ﹤0.01% | 209 |
|