Colony Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $58.7M | Buy |
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|
2023
Q2 | $59M | Sell |
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|
2023
Q1 | $56.1M | Buy |
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|
2022
Q4 | $46.3M | Buy |
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|
2022
Q3 | $42.8M | Sell |
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|
2022
Q2 | $45.4M | Buy |
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|
2022
Q1 | $46.7M | Buy |
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|
2021
Q4 | $458K | Hold |
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|
2021
Q3 | $420K | Hold |
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|
2021
Q2 | $422K | Sell |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $369K | Hold |
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|
2020
Q3 | $323K | Buy |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $491K | Buy |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $235K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $88K | Buy |
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