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Homrich & Berg’s iShares Russell 3000 ETF IWV Stock Holding History

Homrich & Berg’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		$1.2M Buy
4,690
+272
+6% +$69.3K 0.03% 200
2021
Q2 		$1.13M Buy
4,418
+663
+18% +$170K 0.03% 200
2021
Q1 		$891K Buy
3,755
+235
+7% +$55.8K 0.02% 212
2020
Q4 		$787K Buy
+3,520
New +$787K 0.02% 221