Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $16.1M | Sell |
62,979
-2,296
| -4% | -$587K | 4.25% | 5 |
|
|
2021
Q1 | $15.5M | Sell |
65,275
-3,292
| -5% | -$781K | 4.51% | 5 |
|
|
2020
Q4 | $15.3M | Sell |
68,567
-6,582
| -9% | -$1.47M | 4.7% | 6 |
|
|
2020
Q3 | $14.7M | Sell |
75,149
-8,506
| -10% | -$1.67M | 5.25% | 7 |
|
|
2020
Q2 | $15.1M | Sell |
83,655
-1,299
| -2% | -$234K | 5.71% | 5 |
|
|
2020
Q1 | $12.6M | Buy |
+84,954
| New | +$12.6M | 5.28% | 5 |
|