One Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-293
Closed -$64.7K 404
2022
Q4
$64.7K Buy
+293
New +$64.7K 0.01% 363
2018
Q3
Sell
-340
Closed -$55K 601
2018
Q2
$55K Buy
+340
New +$55K 0.04% 257