Berman Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Berman Capital Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$822K	Hold
2021 Q2	$826K	Hold
2021 Q1	$765K	Buy
2020 Q4	$720K	Sell
2020 Q3	$1.38M	Sell
2020 Q2	$1.35M	Buy
2020 Q1	$673K	Buy