Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $254K | Hold |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $306K | Sell |
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|
2019
Q3 | $287K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $256K | Buy |
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