Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.97M | Sell |
9,094
-201
| -2% | -$65.7K | 1.79% | 15 |
|
|
2024
Q2 | $2.87M | Hold |
9,295
| – | – | 1.85% | 12 |
|
|
2024
Q1 | $2.79M | Sell |
9,295
-34
| -0.4% | -$10.2K | 1.74% | 14 |
|
|
2023
Q4 | $2.55M | Sell |
9,329
-274
| -3% | -$75K | 1.7% | 13 |
|
|
2023
Q3 | $2.35M | Sell |
9,603
-463
| -5% | -$113K | 1.74% | 14 |
|
|
2023
Q2 | $2.56M | Sell |
10,066
-190
| -2% | -$48.4K | 1.73% | 15 |
|
|
2023
Q1 | $2.41M | Sell |
10,256
-1,106
| -10% | -$260K | 1.76% | 14 |
|
|
2022
Q4 | $2.51M | Buy |
+11,362
| New | +$2.51M | 2.08% | 14 |
|