BT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $378K | Sell |
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|
2020
Q4 | $383K | Buy |
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|
2020
Q3 | $335K | Sell |
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|
2020
Q2 | $596K | Sell |
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|
2020
Q1 | $494K | Buy |
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|
2019
Q4 | $626K | Buy |
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|
2019
Q3 | $540K | Buy |
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|
2019
Q2 | $525K | Buy |
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|
2019
Q1 | $447K | Sell |
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|
2018
Q4 | $1.78M | Buy |
|