SII Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,589
| Closed | -$238K | – | 499 |
|
|
2017
Q3 | $238K | Sell |
1,589
-25
| -2% | -$3.74K | 0.01% | 520 |
|
|
2017
Q2 | $231K | Buy |
+1,614
| New | +$231K | 0.01% | 518 |
|
|
2016
Q2 | – | Sell |
-2,397
| Closed | -$290K | – | 603 |
|
|
2016
Q1 | $290K | Buy |
+2,397
| New | +$290K | 0.03% | 435 |
|
|
2015
Q4 | – | Sell |
-2,562
| Closed | -$292K | – | 498 |
|
|
2015
Q3 | $292K | Buy |
+2,562
| New | +$292K | 0.03% | 410 |
|