Partnervest Advisory Services’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
2014
Q3
Sell
-166
Closed -$20K 475
2014
Q2
$20K Sell
166
-46
-22% -$5.54K 0.01% 533
2014
Q1
$24K Buy
212
+1
+0.5% +$113 0.01% 463
2013
Q4
$23K Buy
211
+1
+0.5% +$109 0.01% 444
2013
Q3
$21K Buy
+210
New +$21K 0.01% 447