ARS Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.18M | Hold |
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|
2021
Q1 | $2.02M | Sell |
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|
2020
Q4 | $2.04M | Sell |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $1.71M | Sell |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $2.5M | Sell |
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|
2019
Q3 | $2.41M | Sell |
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|
2019
Q2 | $2.55M | Sell |
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|
2019
Q1 | $2.54M | Buy |
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|
2018
Q4 | $2.23M | Buy |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.16M | Hold |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $428K | Buy |
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|
2017
Q2 | $200K | Buy |
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