RP
IWV icon

Rice Partnership’s iShares Russell 3000 ETF IWV Stock Holding History

Rice Partnership’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,855
Closed -$538K – 104
2019
Q4 		$538K Buy
2,855
+99
+4% +$18.7K 0.29% 53
2019
Q3 		$479K Buy
2,756
+545
+25% +$94.7K 0.3% 54
2019
Q2 		$381K Buy
+2,211
New +$381K 0.26% 60