West Paces Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

West Paces Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.62M	Sell	17,861 -75	-0.4%	-$29K	1.28%	14
2025 Q4	$6.94M	Sell	17,936 -935	-5%	-$359K	1.34%	14
2025 Q3	$7.15M	Sell	18,871 -25	-0.1%	-$9.12K	1.42%	13
2025 Q2	$6.63M	Sell	18,896 -125	-0.7%	-$40.6K	1.41%	13
2025 Q1	$6.04M	Hold	19,021	–	–	1.38%	14
2024 Q4	$6.36M	Sell	19,021 -3	-0%	-$1.01K	1.55%	13
2024 Q3	$6.22M	Sell	19,024 -125	-0.7%	-$39.3K	1.52%	12
2024 Q2	$5.91M	Buy	19,149 +17,867	+1,394%	+$5.33M	1.54%	12
2024 Q1	$385K	Hold	1,282	–	–	0.1%	97
2023 Q4	$351K	Hold	1,282	–	–	0.1%	97
2023 Q3	$314K	Sell	1,282 -4	-0.3%	-$1.02K	0.1%	99
2023 Q2	$327K	Sell	1,286 -150	-10%	-$36.1K	0.1%	103
2023 Q1	$338K	Hold	1,436	–	–	0.11%	100
2022 Q4	$317K	Sell	1,436 -9	-0.6%	-$2K	0.1%	100
2022 Q3	$299K	Buy	1,445 +5	+0.3%	+$1.15K	0.11%	102
2022 Q2	$313K	Hold	1,440	–	–	0.11%	99
2022 Q1	$378K	Hold	1,440	–	–	0.12%	95
2021 Q4	$400K	Hold	1,440	–	–	0.12%	93
2021 Q3	$367K	Hold	1,440	–	–	0.13%	94
2021 Q2	$369K	Hold	1,440	–	–	0.14%	85
2021 Q1	$342K	Hold	1,440	–	–	0.14%	88
2020 Q4	$322K	Sell	1,440 -100	-6%	-$21K	0.14%	89
2020 Q3	$301K	Sell	1,540 -2,800	-65%	-$542K	0.15%	90
2020 Q2	$781K	Sell	4,340 -50	-1%	-$8.47K	0.42%	47
2020 Q1	$651K	Buy	4,390 +150	+4%	+$26.7K	0.41%	46
2019 Q4	$799K	Buy	4,240 +140	+3%	+$25.2K	0.43%	50
2019 Q3	$712K	Sell	4,100 -102	-2%	-$17.7K	0.43%	49
2019 Q2	$724K	Hold	4,202	–	–	0.45%	47
2019 Q1	$700K	Hold	4,202	–	–	0.49%	45
2018 Q4	$617K	Hold	4,202	–	–	0.48%	52
2018 Q3	$724K	Sell	4,202 -98	-2%	-$16.6K	0.52%	48
2018 Q2	$698K	Hold	4,300	–	–	0.52%	48
2018 Q1	$672K	Hold	4,300	–	–	0.5%	47
2017 Q4	$680K	Hold	4,300	–	–	0.5%	49
2017 Q3	$642K	Hold	4,300	–	–	0.48%	45
2017 Q2	$619K	Hold	4,300	–	–	0.49%	48
2017 Q1	$602K	Hold	4,300	–	–	0.48%	51
2016 Q4	$572K	Buy	+4,300	New	+$557K	0.53%	46