ARS Investment Partners’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-3,435
| Closed | -$537K | – | 136 |
|
2018
Q1 | $537K | Hold |
3,435
| – | – | 0.07% | 125 |
|
2017
Q4 | $543K | Hold |
3,435
| – | – | 0.07% | 133 |
|
2017
Q3 | $513K | Hold |
3,435
| – | – | 0.07% | 130 |
|
2017
Q2 | $495K | Hold |
3,435
| – | – | 0.07% | 129 |
|
2017
Q1 | $481K | Hold |
3,435
| – | – | 0.07% | 128 |
|
2016
Q4 | $457K | Buy |
+3,435
| New | +$457K | 0.07% | 132 |
|