Covenant Multifamily Offices’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
2021
Q3
$4.69M Sell
2021
Q2
$4.67M Sell
2021
Q1
$4.34M Sell
2020
Q4
$4.11M Sell
2020
Q3
$3.79M Sell
2020
Q2
$3.5M Sell
2020
Q1
$3.5M Sell
2019
Q4
$5.85M Buy
2019
Q3
$5.04M Sell
2019
Q2
$5.16M Sell
2019
Q1
$5.17M Buy
2018
Q4
$4.29M Buy
2014
Q1
Sell
2013
Q4
$188K Buy