Zacks Investment Management’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 | $2.75M | Sell |
7,845
-245
| -3% | -$86K | 0.02% | 288 |
|
|
2025
Q1 | $2.57M | Sell |
8,090
-27,519
| -77% | -$8.74M | 0.02% | 293 |
|
|
2024
Q4 | $11.9M | Buy |
35,609
+28,501
| +401% | +$9.53M | 0.11% | 158 |
|
|
2024
Q3 | $2.32M | Sell |
7,108
-614
| -8% | -$201K | 0.02% | 314 |
|
|
2024
Q2 | $2.38M | Buy |
7,722
+1,367
| +22% | +$422K | 0.03% | 268 |
|
|
2024
Q1 | $1.91M | Sell |
6,355
-15,642
| -71% | -$4.69M | 0.02% | 320 |
|
|
2023
Q4 | $6.02M | Buy |
21,997
+13,042
| +146% | +$3.57M | 0.07% | 175 |
|
|
2023
Q3 | $2.19M | Buy |
8,955
+1,885
| +27% | +$462K | 0.03% | 264 |
|
|
2023
Q2 | $1.8M | Buy |
7,070
+2,164
| +44% | +$551K | 0.02% | 300 |
|
|
2023
Q1 | $1.16M | Sell |
4,906
-30,468
| -86% | -$7.17M | 0.02% | 335 |
|
|
2022
Q4 | $7.81M | Buy |
35,374
+32,672
| +1,209% | +$7.21M | 0.11% | 156 |
|
|
2022
Q3 | $559K | Sell |
2,702
-419
| -13% | -$86.7K | 0.01% | 414 |
|
|
2022
Q2 | $678K | Buy |
3,121
+2,020
| +183% | +$439K | 0.01% | 390 |
|
|
2022
Q1 | $289K | Sell |
1,101
-13,688
| -93% | -$3.59M | ﹤0.01% | 524 |
|
|
2021
Q4 | $4.1M | Buy |
14,789
+13,990
| +1,751% | +$3.88M | 0.06% | 210 |
|
|
2021
Q3 | $204K | Buy |
+799
| New | +$204K | ﹤0.01% | 578 |
|
|
2021
Q1 | – | Sell |
-11,209
| Closed | -$2.51M | – | 541 |
|
|
2020
Q4 | $2.51M | Buy |
+11,209
| New | +$2.51M | 0.05% | 220 |
|
|
2020
Q1 | – | Sell |
-9,710
| Closed | -$1.83M | – | 553 |
|
|
2019
Q4 | $1.83M | Buy |
+9,710
| New | +$1.83M | 0.03% | 289 |
|
|
2019
Q1 | – | Sell |
-15,306
| Closed | -$2.25M | – | 568 |
|
|
2018
Q4 | $2.25M | Buy |
+15,306
| New | +$2.25M | 0.05% | 213 |
|
|
2018
Q1 | – | Sell |
-1,689
| Closed | -$267K | – | 568 |
|
|
2017
Q4 | $267K | Buy |
+1,689
| New | +$267K | 0.01% | 497 |
|
|
2016
Q1 | – | Sell |
-26,081
| Closed | -$3.14M | – | 647 |
|
|
2015
Q4 | $3.14M | Buy |
+26,081
| New | +$3.14M | 0.1% | 162 |
|
|
2015
Q1 | – | Sell |
-12,298
| Closed | -$1.5M | – | 668 |
|
|
2014
Q4 | $1.5M | Buy |
+12,298
| New | +$1.5M | 0.05% | 204 |
|