BKS Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

BKS 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
2019 Q1	$2.32M	Sell
2018 Q4	$2.06M	Sell
2018 Q3	$2.44M	Sell
2018 Q2	$2.34M	Sell
2018 Q1	$2.25M	Sell
2017 Q4	$2.44M	Sell
2017 Q3	$2.34M	Sell
2017 Q2	$2.33M	Sell
2017 Q1	$2.27M	Buy
2016 Q4	$2.09M	Sell
2016 Q3	$2.06M	Sell
2016 Q2	$1.99M	Sell
2016 Q1	$2.22M	Sell
2015 Q4	$2.21M	Sell
2015 Q3	$2.18M	Sell
2015 Q2	$2.48M	Sell
2015 Q1	$2.51M	Buy