Paces Ferry Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $233K | Sell |
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|
2021
Q2 | $236K | Buy |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $206K | Hold |
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|
2020
Q3 | $180K | Buy |
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