Derby & Company’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
2021
Q3
$38.6M Buy
2021
Q2
$37.9M Buy
2021
Q1
$34.3M Buy
2020
Q4
$31.3M Buy
2020
Q3
$27.1M Buy
2020
Q2
$24.7M Buy
2020
Q1
$19.9M Buy
2019
Q4
$24.2M Buy
2019
Q3
$22M Buy
2019
Q2
$21.6M Buy
2019
Q1
$20.9M Buy
2018
Q4
$17.8M Buy
2018
Q3
$16.1M Buy
2018
Q2
$14.9M Buy
2018
Q1
$13.6M Buy
2017
Q4
$12.5M Buy