Steel Grove Capital Advisors’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
Q1
Sell
2019
Q4
$360K Buy
2019
Q1
Sell
2018
Q4
$17.5M Buy
2018
Q3
$289K Hold
2018
Q2
$271K Hold
2018
Q1
$261K Hold
2017
Q4
$264K Hold
2017
Q3
$249K Hold
2017
Q2
$240K Hold
2017
Q1
$233K Buy