Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.66M | Sell |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.83M | Buy |
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|
2024
Q1 | $2.08M | Sell |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $1.77M | Hold |
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|
2023
Q2 | $1.84M | Sell |
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|
2023
Q1 | $2.22M | Hold |
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|
2022
Q4 | $2.08M | Hold |
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|
2022
Q3 | $1.96M | Hold |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $2.13M | Sell |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.47M | Hold |
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|
2020
Q3 | $1.29M | Hold |
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|
2020
Q2 | $1.19M | Hold |
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|
2020
Q1 | $978K | Sell |
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|
2019
Q4 | $1.25M | Hold |
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|
2019
Q3 | $1.15M | Hold |
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|
2019
Q2 | $1.14M | Hold |
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|
2019
Q1 | $1.1M | Hold |
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|
2018
Q4 | $973K | Hold |
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|
2018
Q3 | $1.14M | Hold |
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|
2018
Q2 | $1.07M | Buy |
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