MWPCG
Measured Wealth Private Client Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,120
| Closed | -$798K | – | 168 |
|
|
2021
Q2 | $798K | Hold |
3,120
| – | – | 0.25% | 63 |
|
|
2021
Q1 | $740K | Sell |
3,120
-2,629
| -46% | -$624K | 0.26% | 58 |
|
|
2020
Q4 | $1.29M | Hold |
5,749
| – | – | 0.54% | 36 |
|
|
2020
Q3 | $1.13M | Hold |
5,749
| – | – | 0.54% | 31 |
|
|
2020
Q2 | $1.04M | Hold |
5,749
| – | – | 0.6% | 26 |
|
|
2020
Q1 | $853K | Buy |
+5,749
| New | +$853K | 0.66% | 23 |
|