Alta Capital 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
2023
Q1
Sell
-1,075
Closed -$237K 91
2022
Q4
$237K Buy
+1,075
New +$237K 0.02% 83
2019
Q1
Sell
-6,395
Closed -$939K 93
2018
Q4
$939K Buy
+6,395
New +$939K 0.06% 59