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Lee Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Lee Financial’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,777
Closed -$976K – 503
2017
Q2 		$976K Hold
6,777
– – 0.36% 66
2017
Q1 		$948K Hold
6,777
– – 0.38% 63
2016
Q4 		$901K Buy
+6,777
New +$901K 0.5% 51