HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,922
| Closed | -$232K | – | 671 |
|
|
2016
Q1 | $232K | Hold |
1,922
| – | – | 0.01% | 579 |
|
|
2015
Q4 | $231K | Hold |
1,922
| – | – | 0.01% | 583 |
|
|
2015
Q3 | $219K | Sell |
1,922
-78
| -4% | -$8.89K | 0.01% | 576 |
|
|
2015
Q2 | $248K | Hold |
2,000
| – | – | 0.01% | 596 |
|
|
2015
Q1 | $248K | Hold |
2,000
| – | – | 0.01% | 606 |
|
|
2014
Q4 | $245K | Hold |
2,000
| – | – | 0.01% | 610 |
|
|
2014
Q3 | $234K | Hold |
2,000
| – | – | 0.01% | 618 |
|
|
2014
Q2 | $235K | Hold |
2,000
| – | – | 0.01% | 622 |
|
|
2014
Q1 | $225K | Hold |
2,000
| – | – | 0.01% | 600 |
|
|
2013
Q4 | $221K | Hold |
2,000
| – | – | 0.01% | 577 |
|
|
2013
Q3 | $202K | Buy |
+2,000
| New | +$202K | 0.01% | 549 |
|