AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $792K | Buy |
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2021
Q1 | $467K | Buy |
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|
2020
Q4 | $410K | Buy |
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|
2020
Q3 | $332K | Hold |
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|
2020
Q2 | $305K | Hold |
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|
2020
Q1 | $251K | Hold |
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|
2019
Q4 | $319K | Hold |
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|
2019
Q3 | $295K | Hold |
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|
2019
Q2 | $292K | Sell |
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|
2019
Q1 | $523K | Hold |
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|
2018
Q4 | $461K | Hold |
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|
2018
Q3 | $540K | Hold |
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|
2018
Q2 | $509K | Buy |
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|
2018
Q1 | $298K | Hold |
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|
2017
Q4 | $301K | Buy |
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