Frontier Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Frontier Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$373K	Hold
2022 Q1	$436K	Hold
2021 Q4	$476K	Hold
2021 Q3	$438K	Hold
2021 Q2	$439K	Hold
2021 Q1	$407K	Hold
2020 Q4	$384K	Hold
2020 Q3	$336K	Hold
2020 Q2	$309K	Sell
2020 Q1	$338K	Hold
2019 Q4	$429K	Hold
2019 Q3	$396K	Hold
2019 Q2	$392K	Hold
2019 Q1	$380K	Hold
2018 Q4	$335K	Hold
2018 Q3	$392K	Hold
2018 Q2	$370K	Hold
2018 Q1	$356K	Hold
2017 Q4	$360K	Hold
2017 Q3	$340K	Hold
2017 Q2	$328K	Hold
2017 Q1	$319K	Sell
2016 Q4	$1.01M	Hold
2016 Q3	$973K	Hold
2016 Q2	$941K	Hold
2016 Q1	$917K	Hold
2015 Q4	$913K	Sell
2015 Q3	$874K	Sell
2015 Q2	$993K	Sell
2015 Q1	$1.02M	Buy