Squar Milner Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $422K | Hold |
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|
2020
Q1 | $347K | Hold |
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|
2019
Q4 | $441K | Hold |
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|
2019
Q3 | $458K | Hold |
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|
2019
Q2 | $403K | Hold |
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|
2019
Q1 | $390K | Hold |
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|
2018
Q4 | $344K | Hold |
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|
2018
Q3 | $403K | Buy |
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|
2018
Q2 | $360K | Hold |
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|
2018
Q1 | $347K | Hold |
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|
2017
Q4 | $373K | Buy |
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