Pathstone Family Office’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
Q3 | $3.6M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $473K | Hold |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | $438K | Hold |
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|
2020
Q4 | $413K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $96K | Hold |
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|
2019
Q2 | $95K | Sell |
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|
2019
Q1 | $122K | Hold |
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|
2018
Q4 | $108K | Hold |
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|
2018
Q3 | $126K | Hold |
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|
2018
Q2 | $119K | Hold |
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|
2018
Q1 | $114K | Hold |
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|
2017
Q4 | $116K | Sell |
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|
2017
Q3 | $2.61M | Sell |
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|
2017
Q2 | $2.65M | Hold |
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|
2017
Q1 | $2.57M | Hold |
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|
2016
Q4 | $2.44M | Hold |
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|
2016
Q3 | $2.35M | Sell |
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|
2016
Q2 | $4.36M | Buy |
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|
2016
Q1 | $2.23M | Buy |
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