Certified Advisory Corp’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,238
| Closed | -$570K | – | 292 |
|
|
2023
Q2 | $570K | Buy |
+2,238
| New | +$570K | 0.1% | 146 |
|
|
2019
Q3 | – | Sell |
-7
| Closed | -$1K | – | 813 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 771 |
|
|
2019
Q1 | $1K | Sell |
7
-9
| -56% | -$1.29K | ﹤0.01% | 716 |
|
|
2018
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 688 |
|
|
2018
Q3 | $3K | Buy |
16
+7
| +78% | +$1.31K | ﹤0.01% | 696 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 735 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 701 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 666 |
|