Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-49
| Closed | -$13K | – | 229 |
|
|
2022
Q1 | $13K | Hold |
49
| – | – | 0.01% | 331 |
|
|
2021
Q4 | $14K | Hold |
49
| – | – | 0.01% | 311 |
|
|
2021
Q3 | $12K | Hold |
49
| – | – | 0.01% | 332 |
|
|
2021
Q2 | $13K | Hold |
49
| – | – | 0.01% | 322 |
|
|
2021
Q1 | $12K | Hold |
49
| – | – | 0.01% | 335 |
|
|
2020
Q4 | $11K | Buy |
+49
| New | +$11K | 0.01% | 345 |
|