AAM
Autus Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-961
| Closed | -$267K | – | 171 |
|
|
2021
Q4 | $267K | Hold |
961
| – | – | 0.03% | 160 |
|
|
2021
Q3 | $245K | Sell |
961
-3
| -0.3% | -$765 | 0.03% | 154 |
|
|
2021
Q2 | $247K | Sell |
964
-166
| -15% | -$42.5K | 0.03% | 155 |
|
|
2021
Q1 | $268K | Hold |
1,130
| – | – | 0.03% | 147 |
|
|
2020
Q4 | $253K | Sell |
1,130
-30
| -3% | -$6.72K | 0.03% | 142 |
|
|
2020
Q3 | $227K | Hold |
1,160
| – | – | 0.03% | 147 |
|
|
2020
Q2 | $209K | Buy |
+1,160
| New | +$209K | 0.03% | 150 |
|
|
2020
Q1 | – | Sell |
-1,160
| Closed | -$219K | – | 144 |
|
|
2019
Q4 | $219K | Hold |
1,160
| – | – | 0.03% | 152 |
|
|
2019
Q3 | $202K | Sell |
1,160
-2
| -0.2% | -$348 | 0.03% | 150 |
|
|
2019
Q2 | $200K | Buy |
+1,162
| New | +$200K | 0.03% | 151 |
|