HoyleCohen’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
2024
Q2
$2.03M Sell
2024
Q1
$1.98M Hold
2023
Q4
$1.81M Hold
2023
Q3
$1.62M Buy
2023
Q2
$1.64M Hold
2023
Q1
$1.51M Buy
2022
Q4
$1.39M Buy