Geneva Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $434K | Sell |
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|
2017
Q1 | $439K | Buy |
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|
2016
Q4 | $258K | Sell |
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|
2016
Q3 | $253K | Sell |
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|
2016
Q2 | $336K | Sell |
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|
2016
Q1 | $378K | Hold |
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|
2015
Q4 | $376K | Buy |
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|
2015
Q3 | $273K | Buy |
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|
2015
Q2 | $297K | Hold |
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|
2015
Q1 | $297K | Hold |
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|
2014
Q4 | $293K | Sell |
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|
2014
Q3 | $283K | Buy |
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|
2014
Q2 | $271K | Hold |
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|
2014
Q1 | $258K | Buy |
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|
2013
Q4 | $219K | Buy |
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