Raymond James Trust’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
Q3 | $759K | Hold |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $711K | Hold |
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|
2023
Q4 | $648K | Buy |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $571K | Hold |
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $216K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $373K | Buy |
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