Measured Wealth Private Client Group’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
2021
Q3
Sell
2021
Q2
$798K Hold
2021
Q1
$740K Sell
2020
Q4
$1.28M Hold
2020
Q3
$1.13M Hold
2020
Q2
$1.03M Hold
2020
Q1
$853K Buy