Hirtle Callaghan & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4.67M | Hold |
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|
2018
Q3 | $5.48M | Sell |
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|
2018
Q2 | $5.29M | Sell |
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|
2018
Q1 | $5.14M | Buy |
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|
2017
Q4 | $4.76M | Hold |
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|
2017
Q3 | $4.49M | Buy |
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|
2017
Q2 | $154K | Hold |
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|
2017
Q1 | $150K | Hold |
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|
2016
Q4 | $143K | Sell |
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|
2016
Q3 | $3.72M | Hold |
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|
2016
Q2 | $3.6M | Hold |
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|
2016
Q1 | $3.5M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3.59M | Hold |
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|
2014
Q4 | $3.55M | Hold |
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|
2014
Q3 | $3.39M | Hold |
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|
2014
Q2 | $3.41M | Hold |
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|
2014
Q1 | $3.26M | Hold |
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|
2013
Q4 | $3.21M | Hold |
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|
2013
Q3 | $2.93M | Buy |
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