CX Institutional’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-215
| Closed | -$47K | – | 813 |
|
|
2022
Q2 | $47K | Buy |
+215
| New | +$47K | ﹤0.01% | 688 |
|
|
2019
Q3 | – | Sell |
-14
| Closed | -$2K | – | 874 |
|
|
2019
Q2 | $2K | Buy |
14
+11
| +367% | +$1.57K | ﹤0.01% | 761 |
|
|
2019
Q1 | $1K | Sell |
3
-25
| -89% | -$8.33K | ﹤0.01% | 750 |
|
|
2018
Q4 | $4K | Sell |
28
-6,887
| -100% | -$984K | ﹤0.01% | 408 |
|
|
2018
Q3 | $1.19M | Buy |
6,915
+831
| +14% | +$143K | 0.39% | 82 |
|
|
2018
Q2 | $987K | Buy |
+6,084
| New | +$987K | 0.36% | 80 |
|