BWM
BT Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $237K | Hold |
1,090
| – | – | 0.07% | 56 |
|
|
2022
Q1 | $286K | Hold |
1,090
| – | – | 0.07% | 52 |
|
|
2021
Q4 | $302K | Sell |
1,090
-42
| -4% | -$11.6K | 0.08% | 52 |
|
|
2021
Q3 | $288K | Hold |
1,132
| – | – | 0.09% | 43 |
|
|
2021
Q2 | $290K | Sell |
1,132
-463
| -29% | -$119K | 0.09% | 45 |
|
|
2021
Q1 | $378K | Sell |
1,595
-117
| -7% | -$27.7K | 0.13% | 39 |
|
|
2020
Q4 | $383K | Buy |
1,712
+1
| +0.1% | +$224 | 0.14% | 37 |
|
|
2020
Q3 | $335K | Sell |
1,711
-1,601
| -48% | -$313K | 0.15% | 37 |
|
|
2020
Q2 | $596K | Sell |
3,312
-17
| -0.5% | -$3.06K | 0.3% | 27 |
|
|
2020
Q1 | $494K | Buy |
3,329
+10
| +0.3% | +$1.48K | 0.28% | 30 |
|
|
2019
Q4 | $626K | Buy |
3,319
+210
| +7% | +$39.6K | 0.32% | 33 |
|
|
2019
Q3 | $540K | Buy |
3,109
+8
| +0.3% | +$1.39K | 0.3% | 34 |
|
|
2019
Q2 | $525K | Buy |
3,101
+422
| +16% | +$71.4K | 0.3% | 35 |
|
|
2019
Q1 | $447K | Sell |
2,679
-8,259
| -76% | -$1.38M | 0.26% | 35 |
|
|
2018
Q4 | $1.78M | Buy |
+10,938
| New | +$1.78M | 0.77% | 21 |
|