Royal Fund Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3
| Closed | – | – | 603 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 629 |
|
|
2018
Q1 | – | Sell |
-83
| Closed | -$13K | – | 607 |
|
|
2017
Q4 | $13K | Buy |
+83
| New | +$13K | ﹤0.01% | 340 |
|
|
2017
Q2 | – | Sell |
-83
| Closed | -$11K | – | 481 |
|
|
2017
Q1 | $11K | Buy |
83
+41
| +98% | +$5.43K | 0.01% | 259 |
|
|
2016
Q4 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 301 |
|