AAM
Aureus Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,310
| Closed | -$226K | – | 176 |
|
|
2018
Q3 | $226K | Hold |
1,310
| – | – | 0.03% | 175 |
|
|
2018
Q2 | $213K | Hold |
1,310
| – | – | 0.03% | 176 |
|
|
2018
Q1 | $205K | Hold |
1,310
| – | – | 0.03% | 168 |
|
|
2017
Q4 | $207K | Buy |
+1,310
| New | +$207K | 0.03% | 176 |
|
|
2017
Q1 | – | Sell |
-2,174
| Closed | -$289K | – | 187 |
|
|
2016
Q4 | $289K | Buy |
+2,174
| New | +$289K | 0.06% | 115 |
|