Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $189K | Hold |
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|
2024
Q1 | $184K | Hold |
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|
2023
Q4 | $168K | Hold |
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|
2023
Q3 | $150K | Hold |
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|
2023
Q2 | $156K | Sell |
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|
2023
Q1 | $149K | Hold |
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|
2022
Q4 | $140K | Sell |
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|
2022
Q3 | $152K | Sell |
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|
2022
Q2 | $163K | Sell |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $366K | Sell |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $440K | Hold |
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|
2020
Q4 | $415K | Buy |
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|
2020
Q3 | $363K | Buy |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | $257K | Buy |
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|
2019
Q4 | $277K | Sell |
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|
2019
Q3 | $349K | Buy |
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|
2019
Q2 | $255K | Buy |
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|
2019
Q1 | $246K | Buy |
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|
2018
Q4 | $96K | Buy |
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|
2018
Q3 | $112K | Buy |
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|
2018
Q2 | $105K | Buy |
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|
2018
Q1 | $101K | Buy |
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|
2017
Q4 | $102K | Buy |
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|
2017
Q3 | $96K | Buy |
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|
2017
Q2 | $92K | Hold |
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|
2017
Q1 | $90K | Buy |
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|
2016
Q4 | $85K | Buy |
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|
2016
Q3 | $81K | Buy |
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|
2016
Q2 | $79K | Hold |
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|
2016
Q1 | $77K | Buy |
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|
2015
Q4 | $76K | Sell |
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|
2015
Q3 | $88K | Sell |
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|
2015
Q2 | $103K | Buy |
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|
2015
Q1 | $103K | Buy |
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|
2014
Q4 | $101K | Buy |
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|
2014
Q3 | $97K | Hold |
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|
2014
Q2 | $97K | Hold |
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|
2014
Q1 | $93K | Hold |
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|
2013
Q4 | $92K | Buy |
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