Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-62
| Closed | -$20K | – | 879 |
|
|
2024
Q3 | $20K | Sell |
62
-14
| -18% | -$4.52K | 0.01% | 681 |
|
|
2024
Q2 | $23K | Hold |
76
| – | – | 0.01% | 653 |
|
|
2024
Q1 | $22.8K | Hold |
76
| – | – | 0.01% | 654 |
|
|
2023
Q4 | $20K | Sell |
76
-21
| -22% | -$5.53K | 0.01% | 643 |
|
|
2023
Q3 | $23.8K | Buy |
+97
| New | +$23.8K | 0.01% | 598 |
|
|
2023
Q1 | $12K | Buy |
+53
| New | +$12K | ﹤0.01% | 759 |
|
|
2022
Q4 | – | Sell |
-53
| Closed | -$10K | – | 725 |
|
|
2022
Q3 | $10K | Buy |
+53
| New | +$10K | ﹤0.01% | 727 |
|