Wealthstream Advisors’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
Q2 | $18.9M | Hold |
|
|||||
|
2025
Q1 | $17.1M | Sell |
|
|||||
|
2024
Q4 | $18.1M | Sell |
|
|||||
|
2024
Q3 | $17.7M | Sell |
|
|||||
|
2024
Q2 | $16.9M | Hold |
|
|||||
|
2024
Q1 | $16.4M | Sell |
|
|||||
|
2023
Q4 | $15.4M | Buy |
|
|||||
|
2023
Q3 | $13.5M | Hold |
|
|||||
|
2023
Q2 | $14.1M | Buy |
|
|||||
|
2023
Q1 | $13M | Buy |
|
|||||
|
2022
Q4 | $12.1M | Buy |
|
|||||
|
2022
Q3 | $11.3M | Buy |
|
|||||
|
2022
Q2 | $11.8M | Sell |
|
|||||
|
2022
Q1 | $15.1M | Sell |
|
|||||
|
2021
Q4 | $16M | Buy |
|