C2C 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
2023
Q4
Sell
2023
Q3
$536K Hold
2023
Q2
$572K Hold
2023
Q1
$515K Hold
2022
Q4
$497K Sell
2022
Q3
$1.36M Hold
2022
Q2
$1.41M Hold
2022
Q1
$1.61M Hold
2021
Q4
$1.72M Buy