HighTower Trust’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
Q1 | $278K | Hold |
1,247
| – | – | 0.03% | 190 |
|
|
2022
Q4 | $271K | Hold |
1,247
| – | – | 0.03% | 189 |
|
|
2022
Q3 | $258K | Buy |
+1,247
| New | +$258K | 0.03% | 191 |
|
|
2022
Q2 | – | Sell |
-1,247
| Closed | -$327K | – | 289 |
|
|
2022
Q1 | $327K | Sell |
1,247
-36
| -3% | -$9.44K | 0.03% | 187 |
|
|
2021
Q4 | $356K | Buy |
+1,283
| New | +$356K | 0.03% | 182 |
|