Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.93M | Hold |
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|
2023
Q1 | $2.71M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $232K | Sell |
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|
2021
Q1 | $18.2M | Buy |
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|
2020
Q4 | $15.7M | Buy |
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|
2020
Q3 | $5.76M | Buy |
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|
2020
Q2 | $4.91M | Buy |
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|
2020
Q1 | $1.55M | Buy |
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|
2019
Q4 | $654K | Sell |
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|
2019
Q3 | $884K | Buy |
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|
2019
Q2 | $106K | Buy |
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