Madden Advisory Services’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
Q2 | – | Sell |
-1,855
| Closed | -$275K | – | 73 |
|
|
2020
Q1 | $275K | Hold |
1,855
| – | – | 0.19% | 63 |
|
|
2019
Q4 | $349K | Hold |
1,855
| – | – | 0.23% | 61 |
|
|
2019
Q3 | $322K | Hold |
1,855
| – | – | 0.23% | 65 |
|
|
2019
Q2 | $319K | Hold |
1,855
| – | – | 0.2% | 72 |
|
|
2019
Q1 | $309K | Hold |
1,855
| – | – | 0.17% | 79 |
|
|
2018
Q4 | $272K | Hold |
1,855
| – | – | 0.16% | 80 |
|
|
2018
Q3 | $319K | Hold |
1,855
| – | – | 0.19% | 70 |
|
|
2018
Q2 | $301K | Hold |
1,855
| – | – | 0.19% | 70 |
|
|
2018
Q1 | $290K | Hold |
1,855
| – | – | 0.18% | 76 |
|
|
2017
Q4 | $293K | Hold |
1,855
| – | – | 0.18% | 77 |
|
|
2017
Q3 | $276K | Hold |
1,855
| – | – | 0.17% | 75 |
|
|
2017
Q2 | $267K | Hold |
1,855
| – | – | 0.18% | 75 |
|
|
2017
Q1 | $259K | Hold |
1,855
| – | – | 0.17% | 77 |
|
|
2016
Q4 | $246K | Hold |
1,855
| – | – | 0.17% | 79 |
|
|
2016
Q3 | $237K | Hold |
1,855
| – | – | 0.15% | 91 |
|
|
2016
Q2 | $230K | Hold |
1,855
| – | – | 0.14% | 95 |
|
|
2016
Q1 | $224K | Hold |
1,855
| – | – | 0.15% | 87 |
|
|
2015
Q4 | $223K | Hold |
1,855
| – | – | 0.15% | 88 |
|
|
2015
Q3 | $211K | Hold |
1,855
| – | – | 0.14% | 92 |
|
|
2015
Q2 | $229K | Hold |
1,855
| – | – | 0.14% | 90 |
|
|
2015
Q1 | $230K | Hold |
1,855
| – | – | 0.14% | 91 |
|
|
2014
Q4 | $227K | Hold |
1,855
| – | – | 0.13% | 94 |
|
|
2014
Q3 | $217K | Hold |
1,855
| – | – | 0.11% | 100 |
|
|
2014
Q2 | $218K | Hold |
1,855
| – | – | 0.11% | 98 |
|
|
2014
Q1 | $208K | Hold |
1,855
| – | – | 0.11% | 92 |
|
|
2013
Q4 | $205K | Buy |
+1,855
| New | +$205K | 0.15% | 79 |
|