GoalVest Advisory’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
Q4 | – | Sell |
-100
| Closed | -$32.7K | – | 413 |
|
|
2024
Q3 | $32.7K | Hold |
100
| – | – | 0.01% | 223 |
|
|
2024
Q2 | $30.9K | Hold |
100
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $30K | Sell |
100
-100
| -50% | -$30K | 0.01% | 229 |
|
|
2023
Q4 | $54.7K | Hold |
200
| – | – | 0.02% | 130 |
|
|
2023
Q3 | $49K | Buy |
+200
| New | +$49K | 0.02% | 146 |
|