Greenspring Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,023
| Closed | -$241K | – | 102 |
|
|
2023
Q1 | $241K | Hold |
1,023
| – | – | 0.05% | 109 |
|
|
2022
Q4 | $226K | Sell |
1,023
-275
| -21% | -$60.7K | 0.06% | 100 |
|
|
2022
Q3 | $269K | Hold |
1,298
| – | – | 0.08% | 82 |
|
|
2022
Q2 | $281K | Hold |
1,298
| – | – | 0.08% | 85 |
|
|
2022
Q1 | $341K | Hold |
1,298
| – | – | 0.09% | 71 |
|
|
2021
Q4 | $360K | Buy |
+1,298
| New | +$360K | 0.09% | 74 |
|