Shepherd Financial Partners’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
Q3
Sell
-1,178
Closed -$203K 127
2019
Q2
$203K Buy
+1,178
New +$203K 0.04% 127