PRW Wealth Management’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 | $2.56M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.54M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $987K | Sell |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $3.31M | Buy |
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|
2021
Q4 | $2.07M | Hold |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $388K | Sell |
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|
2021
Q1 | $1.77M | Hold |
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|
2020
Q4 | $1.66M | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $978K | Sell |
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|
2019
Q4 | $2.12M | Hold |
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|
2019
Q3 | $1.95M | Sell |
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|
2019
Q2 | $1.99M | Sell |
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|
2019
Q1 | $1.95M | Sell |
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|
2018
Q4 | $1.85M | Buy |
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