World Investment 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 | $1.5M | Buy |
4,284
+63
| +1% | +$22.1K | 0.03% | 430 |
|
|
2025
Q1 | $1.34M | Sell |
4,221
-281
| -6% | -$89.3K | 0.03% | 430 |
|
|
2024
Q4 | $1.5M | Buy |
4,502
+1,181
| +36% | +$395K | 0.04% | 389 |
|
|
2024
Q3 | $1.09M | Buy |
3,321
+209
| +7% | +$68.3K | 0.03% | 408 |
|
|
2024
Q2 | $961K | Buy |
3,112
+52
| +2% | +$16.1K | 0.06% | 281 |
|
|
2024
Q1 | $918K | Buy |
+3,060
| New | +$918K | 0.13% | 146 |
|