RGT Wealth Advisors’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
2022
Q3
$5K Buy
2022
Q1
Sell
2021
Q4
$65K Buy
2020
Q3
Sell
2020
Q2
$215K Buy