WA
Wealthstream Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Hold |
53,882
| – | – | 3.14% | 6 |
|
|
2025
Q1 | $17.1M | Sell |
53,882
-133
| -0.2% | -$42.2K | 3.2% | 6 |
|
|
2024
Q4 | $18.1M | Sell |
54,015
-237
| -0.4% | -$79.2K | 3.33% | 6 |
|
|
2024
Q3 | $17.7M | Sell |
54,252
-358
| -0.7% | -$117K | 3.22% | 7 |
|
|
2024
Q2 | $16.9M | Hold |
54,610
| – | – | 6.17% | 5 |
|
|
2024
Q1 | $16.4M | Sell |
54,610
-1,762
| -3% | -$529K | 6.22% | 4 |
|
|
2023
Q4 | $15.4M | Buy |
56,372
+1,137
| +2% | +$311K | 6.37% | 5 |
|
|
2023
Q3 | $13.5M | Hold |
55,235
| – | – | 6.99% | 5 |
|
|
2023
Q2 | $14.1M | Buy |
55,235
+126
| +0.2% | +$32.1K | 7.37% | 5 |
|
|
2023
Q1 | $13M | Buy |
55,109
+95
| +0.2% | +$22.4K | 7.75% | 5 |
|
|
2022
Q4 | $12.1M | Buy |
55,014
+423
| +0.8% | +$93.3K | 7.91% | 5 |
|
|
2022
Q3 | $11.3M | Buy |
54,591
+161
| +0.3% | +$33.3K | 12.14% | 2 |
|
|
2022
Q2 | $11.8M | Sell |
54,430
-2,955
| -5% | -$642K | 11.96% | 2 |
|
|
2022
Q1 | $15.1M | Sell |
57,385
-298
| -0.5% | -$78.2K | 13.17% | 2 |
|
|
2021
Q4 | $16M | Buy |
+57,683
| New | +$16M | 13.65% | 2 |
|