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DCM Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-755
| Closed | -$227K | – | 60 |
|
|
2024
Q1 | $227K | Sell |
755
-500
| -40% | -$150K | 0.09% | 72 |
|
|
2023
Q4 | $344K | Buy |
+1,255
| New | +$344K | 0.12% | 96 |
|
|
2022
Q4 | – | Sell |
-1,716
| Closed | -$355K | – | 120 |
|
|
2022
Q3 | $355K | Buy |
+1,716
| New | +$355K | 0.18% | 131 |
|