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