SWMG
IWV icon

Signature Wealth Management Group’s iShares Russell 3000 ETF IWV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-323
Closed -$50K 185
2018
Q3
$50K Hold
323
0.04% 111
2018
Q2
$52K Hold
323
0.04% 100
2018
Q1
$50K Buy
+323
New +$50K 0.04% 99