Northwest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,249
| Closed | -$328K | – | 152 |
|
|
2022
Q1 | $328K | Buy |
+1,249
| New | +$328K | 0.16% | 105 |
|
|
2019
Q2 | – | Sell |
-740
| Closed | -$123K | – | 307 |
|
|
2019
Q1 | $123K | Hold |
740
| – | – | 0.09% | 140 |
|
|
2018
Q4 | $109K | Buy |
740
+8
| +1% | +$1.18K | 0.09% | 131 |
|
|
2018
Q3 | $126K | Sell |
732
-75
| -9% | -$12.9K | 0.09% | 133 |
|
|
2018
Q2 | $131K | Hold |
807
| – | – | 0.1% | 129 |
|
|
2018
Q1 | $126K | Buy |
+807
| New | +$126K | 0.09% | 135 |
|