Herold 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
2022
Q2
Sell
-200
Closed -$52.5K 419
2022
Q1
$52.5K Buy
+200
New +$52.5K 0.02% 371
2021
Q4
Sell
-200
Closed -$50K 409
2021
Q3
$50K Buy
+200
New +$50K 0.02% 376