Clear Perspectives Financial Planning’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
Q1 | $330K | Hold |
1,403
| – | – | 0.19% | 32 |
|
|
2022
Q4 | $310K | Hold |
1,403
| – | – | 0.16% | 39 |
|
|
2022
Q3 | $291K | Hold |
1,403
| – | – | 0.14% | 41 |
|
|
2022
Q2 | $305K | Hold |
1,403
| – | – | 0.12% | 42 |
|
|
2022
Q1 | $368K | Hold |
1,403
| – | – | 0.14% | 41 |
|
|
2021
Q4 | $389K | Hold |
1,403
| – | – | 0.16% | 44 |
|
|
2021
Q3 | $358K | Hold |
1,403
| – | – | 0.16% | 46 |
|
|
2021
Q2 | $359K | Hold |
1,403
| – | – | 0.17% | 47 |
|
|
2021
Q1 | $333K | Sell |
1,403
-48
| -3% | -$11.4K | 0.19% | 43 |
|
|
2020
Q4 | $324K | Buy |
+1,451
| New | +$324K | 0.21% | 43 |
|