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