Stearns Financial Services Group’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 | $110K | Hold |
560
| – | – | 0.02% | 154 |
|
|
2020
Q2 | $101K | Hold |
560
| – | – | 0.02% | 144 |
|
|
2020
Q1 | $83K | Sell |
560
-88
| -14% | -$13K | 0.01% | 147 |
|
|
2019
Q4 | $122K | Buy |
648
+3
| +0.5% | +$565 | 0.02% | 146 |
|
|
2019
Q3 | $112K | Hold |
645
| – | – | 0.02% | 139 |
|
|
2019
Q2 | $111K | Hold |
645
| – | – | 0.02% | 136 |
|
|
2019
Q1 | $108K | Buy |
+645
| New | +$108K | 0.02% | 139 |
|