Advisor Group’s iShares Russell 3000 ETF IWV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $5.42M | Sell |
28,726
-114
| -0.4% | -$21.5K | 0.04% | 397 |
|
2019
Q3 | $5.01M | Sell |
28,840
-2,054
| -7% | -$357K | 0.04% | 412 |
|
2019
Q2 | $5.33M | Buy |
30,894
+3,088
| +11% | +$532K | 0.04% | 371 |
|
2019
Q1 | $4.64M | Buy |
27,806
+1,300
| +5% | +$217K | 0.04% | 391 |
|
2018
Q4 | $3.9M | Sell |
26,506
-7,003
| -21% | -$1.03M | 0.04% | 379 |
|
2018
Q3 | $5.78M | Buy |
33,509
+3,287
| +11% | +$567K | 0.06% | 279 |
|
2018
Q2 | $4.91M | Sell |
30,222
-3,412
| -10% | -$554K | 0.07% | 250 |
|
2018
Q1 | $5.26M | Sell |
33,634
-1,579
| -4% | -$247K | 0.07% | 234 |
|
2017
Q4 | $5.57M | Sell |
35,213
-930
| -3% | -$147K | 0.07% | 237 |
|
2017
Q3 | $5.4M | Buy |
36,143
+323
| +0.9% | +$48.2K | 0.08% | 207 |
|
2017
Q2 | $5.16M | Buy |
35,820
+2,521
| +8% | +$363K | 0.09% | 216 |
|
2017
Q1 | $4.66M | Sell |
33,299
-2,520
| -7% | -$353K | 0.09% | 229 |
|
2016
Q4 | $4.76M | Buy |
35,819
+6,386
| +22% | +$849K | 0.11% | 202 |
|
2016
Q3 | $3.77M | Sell |
29,433
-2,030
| -6% | -$260K | 0.09% | 245 |
|
2016
Q2 | $3.9M | Buy |
+31,463
| New | +$3.9M | 0.1% | 214 |
|