FormulaFolio Investments’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
Q1
Sell
-7,884
Closed -$1.76M 636
2020
Q4
$1.76M Buy
7,884
+2,553
+48% +$571K 0.04% 261
2020
Q3
$1.04M Buy
5,331
+643
+14% +$126K 0.04% 148
2020
Q2
$844K Buy
+4,688
New +$844K 0.03% 151