Williams Jones Wealth Management’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 | $228K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $273K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $224K | Hold |
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|
2019
Q4 | $285K | Hold |
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|
2019
Q3 | $262K | Buy |
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