Round Table Services’s iShares Russell 3000 ETF IWV Stock Holding History

Round Table Services’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.02M	Buy
2022 Q2	$1.91M	Sell
2022 Q1	$2.34M	Sell
2021 Q4	$2.98M	Hold
2021 Q3	$2.74M	Sell
2021 Q2	$2.77M	Sell
2021 Q1	$2.72M	Buy
2020 Q4	$2.46M	Hold
2020 Q3	$2.15M	Hold
2020 Q2	$1.98M	Hold
2020 Q1	$1.63M	Buy
2019 Q4	$2.06M	Sell
2019 Q3	$2.64M	Buy
2019 Q2	$2.48M	Buy
2019 Q1	$2.34M	Buy
2018 Q4	$2M	Buy
2018 Q3	$1.77M	Hold
2018 Q2	$1.66M	Buy
2018 Q1	$1.42M	Buy
2017 Q4	$1.34M	Sell
2017 Q3	$1.58M	Sell
2017 Q2	$1.61M	Hold
2017 Q1	$1.56M	Buy
2016 Q4	$1.34M	Buy
2016 Q3	$1.24M	Sell
2016 Q2	$1.42M	Sell
2016 Q1	$1.54M	Buy
2015 Q4	$1.51M	Buy
2015 Q3	$1.42M	Sell
2015 Q2	$1.65M	Sell
2015 Q1	$1.67M	Buy
2014 Q4	$1.62M	Buy
2014 Q3	–	Sell
2014 Q2	$1.58M	Sell
2014 Q1	$1.57M	Buy
2013 Q4	$1.42M	Buy
2013 Q3	$346K	Buy
2013 Q2	$276K	Buy