Whittier Trust’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
Q3 | $7.25M | Buy |
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|
2025
Q2 | $6.66M | Hold |
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|
2025
Q1 | $6.03M | Hold |
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|
2024
Q4 | $6.34M | Hold |
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|
2024
Q3 | $6.2M | Sell |
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|
2024
Q2 | $5.97M | Sell |
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|
2024
Q1 | $5.87M | Hold |
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|
2023
Q4 | $5.35M | Sell |
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|
2023
Q3 | $5.2M | Sell |
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|
2023
Q2 | $6.35M | Hold |
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|
2023
Q1 | $5.88M | Sell |
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|
2022
Q4 | $5.61M | Hold |
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|
2022
Q3 | $5.27M | Hold |
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|
2022
Q2 | $5.53M | Hold |
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|
2022
Q1 | $6.67M | Hold |
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|
2021
Q4 | $7.06M | Hold |
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|
2021
Q3 | $6.48M | Hold |
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|
2021
Q2 | $6.51M | Hold |
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|
2021
Q1 | $6.03M | Hold |
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|
2020
Q4 | $5.69M | Hold |
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|
2020
Q3 | $4.98M | Hold |
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|
2020
Q2 | $4.58M | Hold |
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|
2020
Q1 | $3.77M | Hold |
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|
2019
Q4 | $4.79M | Sell |
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|
2019
Q3 | $4.67M | Sell |
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|
2019
Q2 | $4.68M | Sell |
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|
2019
Q1 | $5.05M | Buy |
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|
2018
Q4 | $4.39M | Hold |
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|
2018
Q3 | $5.15M | Hold |
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|
2018
Q2 | $4.85M | Sell |
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|
2018
Q1 | $5.23M | Buy |
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|
2017
Q4 | $5.07M | Sell |
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|
2017
Q3 | $4.84M | Buy |
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|
2017
Q2 | $4.65M | Sell |
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|
2017
Q1 | $4.54M | Sell |
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|
2016
Q4 | $4.39M | Sell |
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|
2016
Q3 | $4.23M | Sell |
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|
2016
Q2 | $4.1M | Sell |
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|
2016
Q1 | $6.5M | Sell |
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|
2015
Q4 | $6.5M | Sell |
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|
2015
Q3 | $6.27M | Sell |
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|
2015
Q2 | $6.83M | Sell |
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|
2015
Q1 | $6.96M | Buy |
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|
2014
Q4 | $4.48M | Sell |
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|
2014
Q3 | $4.32M | Hold |
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|
2014
Q2 | $4.35M | Sell |
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|
2014
Q1 | $4.16M | Hold |
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|
2013
Q4 | $4.1M | Buy |
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|
2013
Q3 | $3.75M | Hold |
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|
2013
Q2 | $3.57M | Buy |
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