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Cary Street Partners Investment Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IWV Stock Details IWV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
2021
Q4 		$349K Buy
2021
Q1 		– Sell
2020
Q4 		$625K Buy
2020
Q1 		– Sell
2019
Q4 		$2.21M Buy
2018
Q4 		$1.52M Buy