WANY
Wealthspire Advisors (New York)’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5M | Sell |
95,528
-6
| -0% | -$2.11K | 0.19% | 59 |
|
|
2025
Q1 | $30.3M | Buy |
95,534
+47,626
| +99% | +$15.1M | 0.18% | 63 |
|
|
2024
Q4 | $16M | Buy |
47,908
+12
| +0% | +$4.01K | 0.16% | 72 |
|
|
2024
Q3 | $15.6M | Buy |
47,896
+656
| +1% | +$214K | 0.16% | 73 |
|
|
2024
Q2 | $14.6M | Buy |
47,240
+204
| +0.4% | +$63K | 0.19% | 58 |
|
|
2024
Q1 | $14.1M | Sell |
47,036
-11,952
| -20% | -$3.59M | 0.19% | 57 |
|
|
2023
Q4 | $16.1M | Sell |
58,988
-281
| -0.5% | -$76.9K | 0.23% | 53 |
|
|
2023
Q3 | $14.5M | Buy |
59,269
+10,351
| +21% | +$2.54M | 0.24% | 50 |
|
|
2023
Q2 | $12.4M | Buy |
48,918
+1,244
| +3% | +$317K | 0.2% | 59 |
|
|
2023
Q1 | $11.2M | Buy |
47,674
+864
| +2% | +$203K | 0.19% | 60 |
|
|
2022
Q4 | $10.3M | Buy |
46,810
+787
| +2% | +$174K | 0.19% | 65 |
|
|
2022
Q3 | $9.53M | Buy |
46,023
+612
| +1% | +$127K | 0.2% | 65 |
|
|
2022
Q2 | $9.87M | Buy |
45,411
+52
| +0.1% | +$11.3K | 0.21% | 60 |
|
|
2022
Q1 | $11.9M | Buy |
45,359
+7,813
| +21% | +$2.05M | 0.27% | 42 |
|
|
2021
Q4 | $10.4M | Buy |
37,546
+29
| +0.1% | +$8.05K | 0.23% | 46 |
|
|
2021
Q3 | $9.56M | Sell |
37,517
-8,827
| -19% | -$2.25M | 0.2% | 61 |
|
|
2021
Q2 | $11.9M | Buy |
46,344
+5,176
| +13% | +$1.32M | 0.31% | 40 |
|
|
2021
Q1 | $9.77M | Sell |
41,168
-239
| -0.6% | -$56.7K | 0.23% | 55 |
|
|
2020
Q4 | $9.26M | Buy |
+41,407
| New | +$9.26M | 0.28% | 51 |
|
|
2020
Q2 | – | Sell |
-49,457
| Closed | -$7.34M | – | 412 |
|
|
2020
Q1 | $7.34M | Buy |
+49,457
| New | +$7.34M | 0.31% | 48 |
|