WP
WMS Partners’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-644
| Closed | -$215K | – | 143 |
|
|
2024
Q4 | $215K | Hold |
644
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $210K | Buy |
+644
| New | +$210K | 0.01% | 273 |
|
|
2016
Q2 | – | Sell |
-8,157
| Closed | -$986K | – | 212 |
|
|
2016
Q1 | $986K | Buy |
8,157
+92
| +1% | +$11.1K | 0.14% | 79 |
|
|
2015
Q4 | $970K | Buy |
+8,065
| New | +$970K | 0.14% | 79 |
|