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Bluesphere Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,204
| Closed | -$316K | – | 93 |
|
|
2022
Q1 | $316K | Hold |
1,204
| – | – | 0.27% | 62 |
|
|
2021
Q4 | $334K | Buy |
1,204
+55
| +5% | +$15.3K | 0.28% | 62 |
|
|
2021
Q3 | $293K | Hold |
1,149
| – | – | 0.28% | 59 |
|
|
2021
Q2 | $294K | Hold |
1,149
| – | – | 0.26% | 65 |
|
|
2021
Q1 | $273K | Sell |
1,149
-145
| -11% | -$34.5K | 0.25% | 70 |
|
|
2020
Q4 | $289K | Buy |
+1,294
| New | +$289K | 0.31% | 61 |
|