SWPG
Strategic Wealth Partners Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $255K | Hold |
850
| – | – | 0.03% | 65 |
|
|
2023
Q4 | $233K | Buy |
+850
| New | +$233K | 0.03% | 64 |
|
|
2022
Q2 | – | Sell |
-850
| Closed | -$223K | – | 54 |
|
|
2022
Q1 | $223K | Sell |
850
-454
| -35% | -$119K | 0.04% | 53 |
|
|
2021
Q4 | $362K | Buy |
1,304
+3
| +0.2% | +$833 | 0.06% | 51 |
|
|
2021
Q3 | $332K | Buy |
+1,301
| New | +$332K | 0.06% | 54 |
|
|
2021
Q1 | $308K | Hold |
1,299
| – | – | 0.06% | 55 |
|
|
2020
Q4 | $290K | Buy |
1,299
+2
| +0.2% | +$446 | 0.06% | 54 |
|
|
2020
Q3 | $254K | Hold |
1,297
| – | – | 0.06% | 54 |
|
|
2020
Q2 | $234K | Buy |
+1,297
| New | +$234K | 0.06% | 59 |
|
|
2020
Q1 | – | Sell |
-1,623
| Closed | -$306K | – | 56 |
|
|
2019
Q4 | $306K | Sell |
1,623
-26
| -2% | -$4.9K | 0.07% | 51 |
|
|
2019
Q3 | $287K | Buy |
+1,649
| New | +$287K | 0.08% | 29 |
|
|
2017
Q1 | – | Sell |
-1,923
| Closed | -$256K | – | 31 |
|
|
2016
Q4 | $256K | Buy |
+1,923
| New | +$256K | 0.12% | 30 |
|