Ameritas Investment Company’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $363K | Buy |
1,426
+1,063
| +293% | +$271K | 0.02% | 503 |
|
2021
Q2 | $425K | Sell |
363
-493
| -58% | -$577K | 0.02% | 458 |
|
2021
Q1 | $203K | Buy |
+856
| New | +$203K | 0.02% | 581 |
|
2020
Q2 | – | Sell |
-884
| Closed | -$130K | – | 973 |
|
2020
Q1 | $130K | Buy |
884
+182
| +26% | +$26.8K | 0.02% | 439 |
|
2019
Q4 | $132K | Sell |
702
-64
| -8% | -$12K | 0.03% | 413 |
|
2019
Q3 | $134K | Buy |
+766
| New | +$134K | 0.03% | 414 |
|
2019
Q2 | – | Sell |
-117
| Closed | -$20K | – | 534 |
|
2019
Q1 | $20K | Buy |
+117
| New | +$20K | ﹤0.01% | 552 |
|