EPIQ Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $569K | Buy |
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|
2024
Q3 | $542K | Buy |
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|
2024
Q2 | $510K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $421K | Hold |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $465K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $2.79M | Buy |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $2.23M | Buy |
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|
2020
Q1 | $1.83M | Buy |
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