Hefty Wealth Partners’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
2018
Q1
Sell
2017
Q4
$110K Sell
2017
Q3
$125K Sell
2017
Q2
$139K Sell
2017
Q1
$983K Sell
2016
Q4
$969K Buy
2016
Q3
$698K Buy
2016
Q2
$621K Buy
2016
Q1
$328K Buy