DBK Financial Counsel’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-979
| Closed | -$231K | – | 44 |
|
|
2023
Q1 | $231K | Sell |
979
-385
| -28% | -$90.6K | 0.32% | 40 |
|
|
2022
Q4 | $301K | Sell |
1,364
-256
| -16% | -$56.5K | 0.48% | 35 |
|
|
2022
Q3 | $335K | Hold |
1,620
| – | – | 0.58% | 32 |
|
|
2022
Q2 | $352K | Sell |
1,620
-220
| -12% | -$47.8K | 0.57% | 30 |
|
|
2022
Q1 | $483K | Sell |
1,840
-455
| -20% | -$119K | 0.71% | 27 |
|
|
2021
Q4 | $637K | Buy |
+2,295
| New | +$637K | 0.91% | 24 |
|