H
HoyleCohen’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.03M | Sell |
6,575
-25
| -0.4% | -$7.72K | 0.15% | 110 |
|
|
2024
Q1 | $1.98M | Hold |
6,600
| – | – | 0.15% | 114 |
|
|
2023
Q4 | $1.81M | Hold |
6,600
| – | – | 0.15% | 120 |
|
|
2023
Q3 | $1.62M | Buy |
6,600
+175
| +3% | +$42.9K | 0.15% | 119 |
|
|
2023
Q2 | $1.64M | Hold |
6,425
| – | – | 0.14% | 120 |
|
|
2023
Q1 | $1.51M | Buy |
6,425
+130
| +2% | +$30.6K | 0.14% | 119 |
|
|
2022
Q4 | $1.39M | Buy |
+6,295
| New | +$1.39M | 0.14% | 123 |
|