Baldrige Asset Management’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
$34K Hold
2022
Q4
$32K Hold
2022
Q3
$30K Hold
2022
Q2
$32K Buy
2022
Q1
$35K Hold
2021
Q4
$37K Hold
2021
Q3
$34K Hold
2021
Q2
$35K Buy