Donor Advised Charitable Giving’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
2022
Q2
Sell
2022
Q1
$2.93M Sell
2021
Q4
$3.14M Buy
2021
Q3
$752K Sell
2021
Q2
$1.22M Buy
2021
Q1
$823K Sell
2020
Q4
$917K Buy
2020
Q3
$418K Sell
2020
Q2
$472K Buy
2020
Q1
$386K Buy
2019
Q2
Sell
2019
Q1
$288K Sell
2018
Q4
$277K Buy
2018
Q3
$321K Sell
2018
Q2
$381K Buy
2018
Q1
$342K Hold
2017
Q4
$346K Buy