Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.3M | Sell |
|
|||||
|
2025
Q4 | $18.9M | Sell |
|
|||||
|
2025
Q3 | $36.7M | Buy |
|
|||||
|
2025
Q2 | $33.5M | Sell |
|
|||||
|
2025
Q1 | $30.3M | Buy |
|
|||||
|
2024
Q4 | $16M | Buy |
|
|||||
|
2024
Q3 | $15.6M | Buy |
|
|||||
|
2024
Q2 | $14.6M | Buy |
|
|||||
|
2024
Q1 | $14.1M | Sell |
|
|||||
|
2023
Q4 | $16.1M | Sell |
|
|||||
|
2023
Q3 | $14.5M | Buy |
|
|||||
|
2023
Q2 | $12.4M | Buy |
|
|||||
|
2023
Q1 | $11.2M | Buy |
|
|||||
|
2022
Q4 | $10.3M | Buy |
|
|||||
|
2022
Q3 | $9.53M | Buy |
|
|||||
|
2022
Q2 | $9.87M | Buy |
|
|||||
|
2022
Q1 | $11.9M | Buy |
|
|||||
|
2021
Q4 | $10.4M | Buy |
|
|||||
|
2021
Q3 | $9.56M | Sell |
|
|||||
|
2021
Q2 | $11.9M | Buy |
|
|||||
|
2021
Q1 | $9.77M | Sell |
|
|||||
|
2020
Q4 | $9.26M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $7.34M | Buy |
|