Disciplined Investments’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
Q3 | – | Sell |
-12
| Closed | -$3.05K | – | 825 |
|
|
2023
Q2 | $3.05K | Hold |
12
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $2.83K | Hold |
12
| – | – | ﹤0.01% | 541 |
|
|
2022
Q4 | $2.65K | Hold |
12
| – | – | ﹤0.01% | 526 |
|
|
2022
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 656 |
|
|
2022
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 552 |
|
|
2022
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 582 |
|
|
2021
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 370 |
|
|
2021
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 363 |
|
|
2021
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 316 |
|
|
2020
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 268 |
|
|
2020
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 346 |
|
|
2020
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 365 |
|