Belpointe Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,975
| Closed | -$700K | – | 1971 |
|
|
2023
Q1 | $700K | Sell |
2,975
-5
| -0.2% | -$1.18K | 0.04% | 431 |
|
|
2022
Q4 | $658K | Sell |
2,980
-9
| -0.3% | -$1.99K | 0.04% | 426 |
|
|
2022
Q3 | $619K | Hold |
2,989
| – | – | 0.04% | 431 |
|
|
2022
Q2 | $650K | Buy |
+2,989
| New | +$650K | 0.04% | 398 |
|