Paracle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $482K | Buy |
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|
2020
Q4 | $426K | Buy |
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|
2020
Q3 | $373K | Hold |
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|
2020
Q2 | $343K | Buy |
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|
2020
Q1 | $275K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $312K | Hold |
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|
2019
Q2 | $309K | Buy |
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|
2019
Q1 | $299K | Buy |
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|
2018
Q4 | $263K | Buy |
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|
2018
Q3 | $308K | Buy |
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|
2018
Q2 | $290K | Hold |
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|
2018
Q1 | $279K | Sell |
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|
2017
Q4 | $470K | Buy |
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|
2017
Q3 | $444K | Buy |
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|
2017
Q2 | $428K | Hold |
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|
2017
Q1 | $416K | Buy |
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|
2016
Q4 | $395K | Buy |
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|
2016
Q3 | $366K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $345K | Buy |
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|
2015
Q4 | $343K | Buy |
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|
2015
Q3 | $324K | Hold |
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|
2015
Q2 | $354K | Buy |
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|
2015
Q1 | $353K | Buy |
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|
2014
Q4 | $348K | Hold |
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|
2014
Q3 | $332K | Buy |
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