Capital Asset Advisory Services’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
Q1 | – | Sell |
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|
2022
Q4 | $4.9M | Hold |
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|
2022
Q3 | $4.6M | Hold |
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2022
Q2 | $4.83M | Hold |
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|
2022
Q1 | $5.82M | Hold |
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|
2021
Q4 | $6.16M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $14K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.25M | Sell |
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|
2017
Q1 | $2.53M | Buy |
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|
2016
Q4 | $2.25M | Buy |
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