Huber Financial Advisors’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
2020
Q1
$310K Sell
2019
Q4
$407K Hold
2019
Q3
$375K Sell
2019
Q2
$380K Buy
2019
Q1
$368K Buy
2018
Q4
$324K Buy
2018
Q3
$379K Buy
2018
Q2
$356K Hold
2018
Q1
$344K Sell
2017
Q4
$377K Buy