Winthrop Advisory Group’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 | $6.49M | Buy |
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|
2025
Q2 | $5.92M | Buy |
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|
2025
Q1 | $4.73M | Sell |
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|
2024
Q4 | $6.49M | Buy |
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|
2024
Q3 | $6.31M | Buy |
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|
2024
Q2 | $5.85M | Buy |
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|
2024
Q1 | $5.65M | Buy |
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|
2023
Q4 | $5.11M | Buy |
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|
2023
Q3 | $4.56M | Sell |
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|
2023
Q2 | $4.72M | Sell |
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|
2023
Q1 | $4.4M | Buy |
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|
2022
Q4 | $4.11M | Buy |
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|
2022
Q3 | $3.79M | Sell |
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|
2022
Q2 | $4.01M | Sell |
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|
2022
Q1 | $4.85M | Buy |
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|
2021
Q4 | $5.09M | Buy |
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|
2021
Q3 | $4.64M | Sell |
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|
2021
Q2 | $4.69M | Sell |
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|
2021
Q1 | $4.37M | Sell |
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|
2020
Q4 | $4.23M | Sell |
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|
2020
Q3 | $3.88M | Sell |
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|
2020
Q2 | $4.03M | Sell |
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|
2020
Q1 | $3.38M | Sell |
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|
2019
Q4 | $5.44M | Buy |
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|
2019
Q3 | $4.78M | Buy |
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|
2019
Q2 | $4.67M | Buy |
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|
2019
Q1 | $4.48M | Buy |
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|
2018
Q4 | $3.72M | Buy |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $894K | Buy |
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|
2018
Q1 | $803K | Sell |
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|
2017
Q4 | $900K | Buy |
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