Jess S. Morgan & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $2.13M | Sell |
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2022
Q1 | $2.61M | Sell |
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|
2021
Q4 | $5.86M | Buy |
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|
2021
Q3 | $5.12M | Buy |
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|
2021
Q2 | $5M | Buy |
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|
2021
Q1 | $4.56M | Buy |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $3.28M | Sell |
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|
2020
Q2 | $3.36M | Sell |
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|
2020
Q1 | $3.23M | Sell |
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|
2019
Q4 | $4.83M | Buy |
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