Wedmont Private Capital’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 | $3.13M | Buy |
8,821
+17
| +0.2% | +$6.04K | 0.13% | 92 |
|
|
2025
Q1 | $2.66M | Buy |
8,804
+331
| +4% | +$100K | 0.14% | 88 |
|
|
2024
Q4 | $2.81M | Buy |
8,473
+20
| +0.2% | +$6.63K | 0.15% | 83 |
|
|
2024
Q3 | $2.73M | Buy |
8,453
+21
| +0.2% | +$6.79K | 0.16% | 78 |
|
|
2024
Q2 | $2.68M | Buy |
8,432
+16
| +0.2% | +$5.09K | 0.17% | 76 |
|
|
2024
Q1 | $2.5M | Buy |
8,416
+48
| +0.6% | +$14.3K | 0.18% | 77 |
|
|
2023
Q4 | $2.28M | Buy |
8,368
+24
| +0.3% | +$6.55K | 0.19% | 76 |
|
|
2023
Q3 | $2.06M | Buy |
8,344
+26
| +0.3% | +$6.43K | 0.21% | 74 |
|
|
2023
Q2 | $2.15M | Buy |
8,318
+16
| +0.2% | +$4.14K | 0.23% | 69 |
|
|
2023
Q1 | $1.95M | Buy |
8,302
+81
| +1% | +$19K | 0.26% | 63 |
|
|
2022
Q4 | $1.84M | Buy |
8,221
+30
| +0.4% | +$6.71K | 0.28% | 62 |
|
|
2022
Q3 | $1.7M | Hold |
8,191
| – | – | 0.34% | 46 |
|
|
2022
Q2 | $1.78M | Buy |
8,191
+2,103
| +35% | +$457K | 0.38% | 43 |
|
|
2022
Q1 | $1.62M | Buy |
+6,088
| New | +$1.62M | 0.36% | 50 |
|