DBK Financial Counsel’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
Q2
Sell
2023
Q1
$231K Sell
2022
Q4
$301K Sell
2022
Q3
$335K Hold
2022
Q2
$352K Sell
2022
Q1
$483K Sell
2021
Q4
$637K Buy