American Financial Advisors’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
2024
Q2
Sell
-744
Closed -$223K 150
2024
Q1
$223K Buy
744
+1
+0.1% +$300 0.03% 138
2023
Q4
$203K Buy
+743
New +$203K 0.03% 138
2022
Q1
Sell
-724
Closed -$201K 138
2021
Q4
$201K Buy
+724
New +$201K 0.03% 131