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
2023
Q3
$226K Sell
2023
Q2
$236K Buy
2023
Q1
$218K Buy
2022
Q4
$203K Buy
2022
Q3
Sell
2022
Q2
$201K Buy
2022
Q1
$242K Buy
2021
Q4
$255K Buy
2021
Q3
$233K Sell
2021
Q2
$236K Buy
2021
Q1
$218K Hold
2020
Q4
$206K Hold
2020
Q3
$180K Buy