Simply Money Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3.94M | Buy |
25,226
+162
| +0.6% | +$25.3K | 0.55% | 23 |
|
|
2017
Q4 | $3.96M | Buy |
25,064
+499
| +2% | +$78.9K | 0.51% | 23 |
|
|
2017
Q3 | $3.67M | Sell |
24,565
-1,705
| -6% | -$255K | 0.49% | 23 |
|
|
2017
Q2 | $3.78M | Buy |
26,270
+553
| +2% | +$79.6K | 0.52% | 23 |
|
|
2017
Q1 | $3.6M | Buy |
25,717
+79
| +0.3% | +$11.1K | 0.5% | 20 |
|
|
2016
Q4 | $3.41M | Buy |
25,638
+4,478
| +21% | +$595K | 0.49% | 20 |
|
|
2016
Q3 | $2.71M | Sell |
21,160
-870
| -4% | -$112K | 0.42% | 19 |
|
|
2016
Q2 | $2.73M | Buy |
22,030
+2,677
| +14% | +$332K | 0.42% | 18 |
|
|
2016
Q1 | $2.34M | Buy |
19,353
+746
| +4% | +$90.2K | 0.36% | 20 |
|
|
2015
Q4 | $2.24M | Buy |
18,607
+16,474
| +772% | +$1.98M | 0.34% | 19 |
|
|
2015
Q3 | $243K | Buy |
2,133
+84
| +4% | +$9.57K | 0.04% | 24 |
|
|
2015
Q2 | $254K | Sell |
2,049
-18
| -0.9% | -$2.23K | 0.04% | 20 |
|
|
2015
Q1 | $256K | Buy |
2,067
+57
| +3% | +$7.06K | 0.04% | 23 |
|
|
2014
Q4 | $246K | Buy |
2,010
+72
| +4% | +$8.81K | 0.04% | 23 |
|
|
2014
Q3 | $226K | Buy |
1,938
+27
| +1% | +$3.15K | 0.03% | 22 |
|
|
2014
Q2 | $225K | Buy |
1,911
+54
| +3% | +$6.36K | 0.03% | 20 |
|
|
2014
Q1 | $209K | Buy |
1,857
+1,779
| +2,281% | +$200K | 0.03% | 19 |
|
|
2013
Q4 | $9K | Buy |
+78
| New | +$9K | ﹤0.01% | 37 |
|