EWM
EPG Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 440 |
|
|
2024
Q2 | – | Sell |
-115
| Closed | -$34.5K | – | 335 |
|
|
2024
Q1 | $34.5K | Hold |
115
| – | – | 0.01% | 332 |
|
|
2023
Q4 | $32.5K | Hold |
115
| – | – | 0.01% | 322 |
|
|
2023
Q3 | $28.2K | Hold |
115
| – | – | 0.01% | 324 |
|
|
2023
Q2 | $29.3K | Hold |
115
| – | – | 0.01% | 317 |
|
|
2023
Q1 | $27.1K | Hold |
115
| – | – | 0.01% | 323 |
|
|
2022
Q4 | $25.4K | Hold |
115
| – | – | 0.01% | 298 |
|
|
2022
Q3 | $24K | Buy |
+115
| New | +$24K | 0.01% | 302 |
|
|
2022
Q2 | – | Sell |
-125
| Closed | -$33K | – | 312 |
|
|
2022
Q1 | $33K | Hold |
125
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $35K | Hold |
125
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $32K | Buy |
+125
| New | +$32K | 0.01% | 293 |
|
|
2020
Q2 | – | Sell |
-125
| Closed | -$19K | – | 466 |
|
|
2020
Q1 | $19K | Hold |
125
| – | – | 0.01% | 402 |
|
|
2019
Q4 | $24K | Buy |
+125
| New | +$24K | 0.02% | 321 |
|