Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,341
| Closed | -$422K | – | 98 |
|
|
2020
Q2 | $422K | Hold |
2,341
| – | – | 0.24% | 117 |
|
|
2020
Q1 | $347K | Hold |
2,341
| – | – | 0.21% | 109 |
|
|
2019
Q4 | $441K | Hold |
2,341
| – | – | 0.22% | 102 |
|
|
2019
Q3 | $458K | Hold |
2,341
| – | – | 0.23% | 108 |
|
|
2019
Q2 | $403K | Hold |
2,341
| – | – | 0.27% | 86 |
|
|
2019
Q1 | $390K | Hold |
2,341
| – | – | 0.29% | 77 |
|
|
2018
Q4 | $344K | Hold |
2,341
| – | – | 0.33% | 76 |
|
|
2018
Q3 | $403K | Buy |
2,341
+120
| +5% | +$20.7K | 0.36% | 63 |
|
|
2018
Q2 | $360K | Hold |
2,221
| – | – | 0.32% | 80 |
|
|
2018
Q1 | $347K | Hold |
2,221
| – | – | 0.44% | 76 |
|
|
2017
Q4 | $373K | Buy |
+2,221
| New | +$373K | 0.45% | 77 |
|