IWA
Intercontinental Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.93M | Hold |
11,510
| – | – | 0.7% | 21 |
|
|
2023
Q1 | $2.71M | Buy |
+11,510
| New | +$2.71M | 0.69% | 22 |
|
|
2022
Q2 | – | Sell |
-900
| Closed | -$236K | – | 282 |
|
|
2022
Q1 | $236K | Buy |
+900
| New | +$236K | 0.05% | 267 |
|
|
2021
Q3 | – | Sell |
-905
| Closed | -$232K | – | 293 |
|
|
2021
Q2 | $232K | Sell |
905
-75,775
| -99% | -$19.4M | 0.05% | 266 |
|
|
2021
Q1 | $18.2M | Buy |
76,680
+6,615
| +9% | +$1.57M | 3.96% | 6 |
|
|
2020
Q4 | $15.7M | Buy |
70,065
+40,655
| +138% | +$9.09M | 3.76% | 6 |
|
|
2020
Q3 | $5.76M | Buy |
29,410
+2,165
| +8% | +$424K | 1.69% | 8 |
|
|
2020
Q2 | $4.91M | Buy |
27,245
+16,770
| +160% | +$3.02M | 1.6% | 10 |
|
|
2020
Q1 | $1.55M | Buy |
10,475
+7,120
| +212% | +$1.06M | 0.82% | 18 |
|
|
2019
Q4 | $654K | Sell |
3,355
-1,735
| -34% | -$338K | 0.55% | 34 |
|
|
2019
Q3 | $884K | Buy |
5,090
+4,475
| +728% | +$777K | 0.54% | 39 |
|
|
2019
Q2 | $106K | Buy |
+615
| New | +$106K | 0.05% | 166 |
|