IWAG
Integer Wealth Advisors Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $9.11M | Sell |
37,036
-8,271
| -18% | -$2.03M | 4.96% | 5 |
|
|
2020
Q4 | $10.2M | Buy |
45,307
+2,104
| +5% | +$472K | 6.7% | 3 |
|
|
2020
Q3 | $8.46M | Sell |
43,203
-928
| -2% | -$182K | 7.77% | 3 |
|
|
2020
Q2 | $8.08M | Buy |
44,131
+95
| +0.2% | +$17.4K | 8.27% | 2 |
|
|
2020
Q1 | $7.46M | Buy |
44,036
+3,624
| +9% | +$614K | 8.48% | 2 |
|
|
2019
Q4 | $7.79M | Buy |
+40,412
| New | +$7.79M | 7.72% | 2 |
|