Hefty Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Hefty Wealth Partners’s Portfolio IWV Stock Details IWV Fund Activity

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