Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $36.6K | Buy |
166
+83
| +100% | +$18.3K | 0.01% | 554 |
|
|
2022
Q3 | $17K | Hold |
83
| – | – | 0.01% | 566 |
|
|
2022
Q2 | $18K | Sell |
83
-205
| -71% | -$44.6K | 0.01% | 555 |
|
|
2022
Q1 | $76K | Buy |
+288
| New | +$76K | 0.02% | 408 |
|
|
2021
Q3 | $25K | Hold |
100
| – | – | 0.01% | 529 |
|
|
2021
Q2 | $26K | Sell |
100
-3
| -3% | -$780 | 0.01% | 523 |
|
|
2021
Q1 | $24K | Buy |
+103
| New | +$24K | 0.01% | 469 |
|