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D.L. Carlson Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History

D.L. Carlson Investment Group’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,751
Closed -$330K – 154
2019
Q4 		$330K Buy
1,751
+66
+4% +$12.4K 0.1% 119
2019
Q3 		$293K Buy
+1,685
New +$293K 0.09% 124