Ayalon Insurance Company’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,300
| Closed | -$341K | – | 125 |
|
2022
Q1 | $341K | Hold |
1,300
| – | – | 0.12% | 95 |
|
2021
Q4 | $361K | Hold |
1,300
| – | – | 0.12% | 89 |
|
2021
Q3 | $335K | Sell |
1,300
-2,200
| -63% | -$567K | 0.12% | 90 |
|
2021
Q2 | $901K | Hold |
3,500
| – | – | 0.3% | 70 |
|
2021
Q1 | $841K | Buy |
+3,500
| New | +$841K | 0.33% | 67 |
|