McMillion Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $34.9K | Buy |
+137
| New | +$34.9K | 0.03% | 109 |
|
|
2022
Q4 | – | Sell |
-137
| Closed | -$28K | – | 135 |
|
|
2022
Q3 | $28K | Hold |
137
| – | – | 0.03% | 117 |
|
|
2022
Q2 | $30K | Buy |
+137
| New | +$30K | 0.03% | 123 |
|
|
2021
Q1 | – | Sell |
-238
| Closed | -$53K | – | 186 |
|
|
2020
Q4 | $53K | Buy |
+238
| New | +$53K | 0.03% | 119 |
|
|
2020
Q2 | – | Sell |
-339
| Closed | -$50K | – | 175 |
|
|
2020
Q1 | $50K | Hold |
339
| – | – | 0.03% | 89 |
|
|
2019
Q4 | $64K | Hold |
339
| – | – | 0.03% | 96 |
|
|
2019
Q3 | $59K | Hold |
339
| – | – | 0.03% | 99 |
|
|
2019
Q2 | $58K | Buy |
+339
| New | +$58K | 0.03% | 99 |
|