West Paces 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 | $6.63M | Sell |
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|
2025
Q1 | $6.04M | Hold |
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|
2024
Q4 | $6.36M | Sell |
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|
2024
Q3 | $6.22M | Sell |
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|
2024
Q2 | $5.91M | Buy |
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|
2024
Q1 | $385K | Hold |
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|
2023
Q4 | $351K | Hold |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $400K | Hold |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $369K | Hold |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $322K | Sell |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $781K | Sell |
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|
2020
Q1 | $651K | Buy |
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|
2019
Q4 | $799K | Buy |
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|
2019
Q3 | $712K | Sell |
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|
2019
Q2 | $724K | Hold |
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|
2019
Q1 | $700K | Hold |
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|
2018
Q4 | $617K | Hold |
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|
2018
Q3 | $724K | Sell |
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|
2018
Q2 | $698K | Hold |
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|
2018
Q1 | $672K | Hold |
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|
2017
Q4 | $680K | Hold |
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|
2017
Q3 | $642K | Hold |
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|
2017
Q2 | $619K | Hold |
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|
2017
Q1 | $602K | Hold |
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|
2016
Q4 | $572K | Buy |
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