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Cooper/Haims Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,468
| Closed | -$216K | – | 59 |
|
|
2018
Q4 | $216K | Hold |
1,468
| – | – | 0.15% | 55 |
|
|
2018
Q3 | $253K | Hold |
1,468
| – | – | 0.17% | 48 |
|
|
2018
Q2 | $238K | Hold |
1,468
| – | – | 0.18% | 48 |
|
|
2018
Q1 | $230K | Hold |
1,468
| – | – | 0.2% | 44 |
|
|
2017
Q4 | $232K | Buy |
+1,468
| New | +$232K | 0.21% | 41 |
|