XF
XML Financial’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,302
+57
| +2% | +$20K | 0.1% | 168 |
|
|
2025
Q1 | $1.03M | Hold |
3,245
| – | – | 0.1% | 171 |
|
|
2024
Q4 | $1.08M | Sell |
3,245
-47
| -1% | -$15.7K | 0.1% | 165 |
|
|
2024
Q3 | $1.08M | Sell |
3,292
-23
| -0.7% | -$7.52K | 0.1% | 167 |
|
|
2024
Q2 | $1.02M | Buy |
3,315
+43
| +1% | +$13.3K | 0.1% | 161 |
|
|
2024
Q1 | $982K | Sell |
3,272
-58
| -2% | -$17.4K | 0.1% | 168 |
|
|
2023
Q4 | $912K | Buy |
3,330
+22
| +0.7% | +$6.02K | 0.1% | 165 |
|
|
2023
Q3 | $811K | Sell |
3,308
-283
| -8% | -$69.4K | 0.1% | 171 |
|
|
2023
Q2 | $914K | Buy |
3,591
+8
| +0.2% | +$2.04K | 0.11% | 168 |
|
|
2023
Q1 | $843K | Sell |
3,583
-24
| -0.7% | -$5.65K | 0.1% | 167 |
|
|
2022
Q4 | $796K | Buy |
3,607
+23
| +0.6% | +$5.08K | 0.1% | 169 |
|
|
2022
Q3 | $742K | Buy |
3,584
+16
| +0.4% | +$3.31K | 0.1% | 163 |
|
|
2022
Q2 | $776K | Buy |
3,568
+10
| +0.3% | +$2.18K | 0.18% | 103 |
|
|
2022
Q1 | $934K | Buy |
3,558
+9
| +0.3% | +$2.36K | 0.11% | 158 |
|
|
2021
Q4 | $985K | Hold |
3,549
| – | – | 0.12% | 156 |
|
|
2021
Q3 | $904K | Sell |
3,549
-17
| -0.5% | -$4.33K | 0.12% | 154 |
|
|
2021
Q2 | $913K | Buy |
3,566
+154
| +5% | +$39.4K | 0.2% | 93 |
|
|
2021
Q1 | $809K | Sell |
3,412
-481
| -12% | -$114K | 0.2% | 97 |
|
|
2020
Q4 | $870K | Buy |
3,893
+169
| +5% | +$37.8K | 0.23% | 87 |
|
|
2020
Q3 | $729K | Sell |
3,724
-140
| -4% | -$27.4K | 0.23% | 89 |
|
|
2020
Q2 | $696K | Buy |
3,864
+167
| +5% | +$30.1K | 0.24% | 83 |
|
|
2020
Q1 | $548K | Sell |
3,697
-381
| -9% | -$56.5K | 0.24% | 84 |
|
|
2019
Q4 | $769K | Buy |
+4,078
| New | +$769K | 0.28% | 75 |
|