Bingham Osborn & Scarborough’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
2020 Q4	–	Sell	-1,169	Closed	-$229K	–	152
2020 Q3	$229K	Buy	1,169 +1	+0.1%	+$193	0.02%	147
2020 Q2	$210K	Buy	+1,168	New	+$198K	0.02%	148
2020 Q1	–	Sell	-1,138	Closed	-$214K	–	157
2019 Q4	$214K	Sell	1,138 -389	-25%	-$70.1K	0.02%	159
2019 Q3	$265K	Hold	1,527	–	–	0.02%	124
2019 Q2	$263K	Hold	1,527	–	–	0.02%	124
2019 Q1	$255K	Hold	1,527	–	–	0.02%	125
2018 Q4	$224K	Buy	1,527 +1	+0.1%	+$159	0.02%	126
2018 Q3	$263K	Hold	1,526	–	–	0.02%	122
2018 Q2	$248K	Hold	1,526	–	–	0.02%	122
2018 Q1	$239K	Hold	1,526	–	–	0.02%	124
2017 Q4	$241K	Buy	1,526 +1	+0.1%	+$154	0.02%	114
2017 Q3	$228K	Hold	1,525	–	–	0.02%	111
2017 Q2	$220K	Hold	1,525	–	–	0.02%	112
2017 Q1	$213K	Sell	1,525 -40	-3%	-$5.52K	0.02%	110
2016 Q4	$208K	Hold	1,565	–	–	0.02%	108
2016 Q3	$201K	Buy	+1,565	New	+$200K	0.02%	109
2016 Q2	–	Sell	-2,510	Closed	-$303K	–	112
2016 Q1	$303K	Buy	+2,510	New	+$287K	0.04%	91
2015 Q3	–	Sell	-1,626	Closed	-$202K	–	117
2015 Q2	$202K	Hold	1,626	–	–	0.02%	112
2015 Q1	$201K	Buy	+1,626	New	+$200K	0.02%	111
2014 Q4	–	Sell	-1,726	Closed	-$202K	–	124
2014 Q3	$202K	Hold	1,726	–	–	0.03%	113
2014 Q2	$203K	Buy	+1,726	New	+$196K	0.03%	111