Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.06M | Buy |
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|
2022
Q2 | $5.25M | Sell |
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|
2022
Q1 | $6.35M | Buy |
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|
2021
Q4 | $6.69M | Buy |
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|
2021
Q3 | $6.11M | Sell |
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|
2021
Q2 | $6.27M | Sell |
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|
2021
Q1 | $6.25M | Sell |
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|
2020
Q4 | $6.67M | Sell |
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|
2020
Q3 | $6.07M | Sell |
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|
2020
Q2 | $5.9M | Buy |
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|
2020
Q1 | $842K | Buy |
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|
2019
Q4 | $553K | Buy |
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|
2019
Q3 | $509K | Hold |
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|
2019
Q2 | $505K | Sell |
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|
2019
Q1 | $630K | Hold |
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|
2018
Q4 | $555K | Buy |
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|
2018
Q3 | $289K | Hold |
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|
2018
Q2 | $272K | Hold |
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|
2018
Q1 | $262K | Hold |
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|
2017
Q4 | $265K | Hold |
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|
2017
Q3 | $250K | Hold |
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|
2017
Q2 | $241K | Sell |
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|
2017
Q1 | $246K | Sell |
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|
2016
Q4 | $259K | Sell |
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|
2016
Q3 | $262K | Sell |
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|
2016
Q2 | $281K | Hold |
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|
2016
Q1 | $274K | Buy |
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|
2015
Q4 | $272K | Hold |
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|
2015
Q3 | $258K | Buy |
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|
2015
Q2 | $280K | Hold |
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|
2015
Q1 | $280K | Hold |
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|
2014
Q4 | $276K | Buy |
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|
2014
Q3 | $264K | Hold |
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|
2014
Q2 | $266K | Buy |
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|
2014
Q1 | $254K | Sell |
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|
2013
Q4 | $256K | Sell |
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|
2013
Q3 | $356K | Sell |
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|
2013
Q2 | $460K | Buy |
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