Avalon Investment & Advisory’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
2023
Q1
$212K Buy
2017
Q2
Sell
2017
Q1
$1.41M Sell
2016
Q4
$1.43M Buy