Chartwell Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.39M | Hold |
|
|||||
|
2024
Q2 | $6.99M | Buy |
|
|||||
|
2024
Q1 | $5.55M | Hold |
|
|||||
|
2023
Q4 | $5.06M | Hold |
|
|||||
|
2023
Q3 | $4.53M | Hold |
|
|||||
|
2023
Q2 | $4.7M | Hold |
|
|||||
|
2023
Q1 | $4.35M | Hold |
|
|||||
|
2022
Q4 | $4.08M | Hold |
|
|||||
|
2022
Q3 | $3.83M | Hold |
|
|||||
|
2022
Q2 | $4.02M | Hold |
|
|||||
|
2022
Q1 | $4.85M | Hold |
|
|||||
|
2021
Q4 | $5.13M | Buy |
|
|||||
|
2021
Q3 | $4.48M | Sell |
|
|||||
|
2021
Q2 | $5.03M | Hold |
|
|||||
|
2021
Q1 | $4.67M | Hold |
|
|||||
|
2020
Q4 | $4.4M | Hold |
|
|||||
|
2020
Q3 | $3.85M | Hold |
|
|||||
|
2020
Q2 | $3.54M | Buy |
|