William Howard & Co Financial Advisors’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 | $5.27M | Buy |
15,025
+121
| +0.8% | +$42.5K | 4.6% | 5 |
|
|
2025
Q1 | $4.73M | Sell |
14,904
-1,137
| -7% | -$361K | 4.44% | 5 |
|
|
2024
Q4 | $5.36M | Sell |
16,041
-15
| -0.1% | -$5.01K | 4.85% | 5 |
|
|
2024
Q3 | $5.25M | Sell |
16,056
-1,115
| -6% | -$364K | 4.48% | 5 |
|
|
2024
Q2 | $5.3M | Sell |
17,171
-804
| -4% | -$248K | 4.9% | 5 |
|
|
2024
Q1 | $5.39M | Buy |
+17,975
| New | +$5.39M | 5.06% | 5 |
|