Choate Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20
| Closed | -$4K | – | 335 |
|
|
2022
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 292 |
|
|
2022
Q2 | $4K | Sell |
20
-3,390
| -99% | -$678K | ﹤0.01% | 308 |
|
|
2022
Q1 | $895K | Hold |
3,410
| – | – | 0.05% | 154 |
|
|
2021
Q4 | $946K | Hold |
3,410
| – | – | 0.06% | 141 |
|
|
2021
Q3 | $869K | Hold |
3,410
| – | – | 0.06% | 138 |
|
|
2021
Q2 | $873K | Hold |
3,410
| – | – | 0.05% | 139 |
|
|
2021
Q1 | $809K | Buy |
+3,410
| New | +$809K | 0.05% | 140 |
|