LifePlan Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8K | Hold |
42
| – | – | ﹤0.01% | 427 |
|
|
2020
Q2 | $8K | Hold |
42
| – | – | ﹤0.01% | 427 |
|
|
2020
Q1 | $6K | Hold |
42
| – | – | ﹤0.01% | 436 |
|
|
2019
Q4 | $8K | Hold |
42
| – | – | ﹤0.01% | 436 |
|
|
2019
Q3 | $7K | Hold |
42
| – | – | ﹤0.01% | 436 |
|
|
2019
Q2 | $7K | Hold |
42
| – | – | ﹤0.01% | 429 |
|
|
2019
Q1 | $7K | Buy |
42
+5
| +14% | +$833 | ﹤0.01% | 428 |
|
|
2018
Q4 | $6K | Hold |
37
| – | – | ﹤0.01% | 427 |
|
|
2018
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 432 |
|
|
2018
Q2 | $6K | Hold |
37
| – | – | ﹤0.01% | 416 |
|
|
2018
Q1 | $6K | Buy |
+37
| New | +$6K | ﹤0.01% | 400 |
|