Reilly Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-13
| Closed | -$2K | – | 1032 |
|
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 919 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 886 |
|
|
2017
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 883 |
|
|
2017
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 898 |
|
|
2017
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 875 |
|
|
2017
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 848 |
|
|
2016
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 766 |
|
|
2016
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 756 |
|
|
2014
Q4 | – | Sell |
-96
| Closed | -$11K | – | 840 |
|
|
2014
Q3 | $11K | Hold |
96
| – | – | ﹤0.01% | 504 |
|
|
2014
Q2 | $11K | Hold |
96
| – | – | ﹤0.01% | 536 |
|
|
2014
Q1 | $11K | Buy |
+96
| New | +$11K | ﹤0.01% | 541 |
|