Riggs Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16
| Closed | -$3K | – | 274 |
|
|
2019
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 253 |
|
|
2019
Q3 | $2K | Sell |
16
-65
| -80% | -$8.13K | ﹤0.01% | 219 |
|
|
2019
Q2 | $14K | Hold |
81
| – | – | 0.01% | 168 |
|
|
2019
Q1 | $13K | Sell |
81
-53
| -40% | -$8.51K | 0.01% | 166 |
|
|
2018
Q4 | $20K | Buy |
134
+9
| +7% | +$1.34K | 0.01% | 139 |
|
|
2018
Q3 | $21K | Sell |
125
-100
| -44% | -$16.8K | 0.01% | 145 |
|
|
2018
Q2 | $37K | Hold |
225
| – | – | 0.02% | 125 |
|
|
2018
Q1 | $35K | Buy |
+225
| New | +$35K | 0.01% | 139 |
|