Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $392K | Hold |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $213K | Sell |
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|
2020
Q1 | $474K | Hold |
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|
2019
Q4 | $603K | Hold |
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|
2019
Q3 | $556K | Hold |
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|
2019
Q2 | $551K | Hold |
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|
2019
Q1 | $533K | Hold |
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|
2018
Q4 | $470K | Sell |
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|
2018
Q3 | $581K | Hold |
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|
2018
Q2 | $547K | Buy |
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|
2018
Q1 | $522K | Buy |
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|
2017
Q4 | $514K | Buy |
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|
2017
Q3 | $485K | Buy |
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|
2017
Q2 | $454K | Sell |
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|
2017
Q1 | $456K | Buy |
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|
2016
Q4 | $319K | Buy |
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|
2016
Q3 | $286K | Hold |
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|
2016
Q2 | $277K | Hold |
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|
2016
Q1 | $269K | Buy |
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|
2015
Q4 | $268K | Hold |
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|
2015
Q3 | $254K | Hold |
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|
2015
Q2 | $276K | Hold |
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|
2015
Q1 | $276K | Hold |
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|
2014
Q4 | $273K | Hold |
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|
2014
Q3 | $260K | Hold |
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|
2014
Q2 | $262K | Hold |
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|
2014
Q1 | $250K | Buy |
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|
2013
Q4 | $246K | Hold |
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|
2013
Q3 | $225K | Hold |
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|
2013
Q2 | $214K | Buy |
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