SFG
StrategIQ Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $26.6M | Sell |
97,009
-6
| -0% | -$1.64K | 3% | 4 |
|
|
2023
Q3 | $23.8M | Sell |
97,015
-232
| -0.2% | -$56.9K | 2.75% | 6 |
|
|
2023
Q2 | $24.7M | Hold |
97,247
| – | – | 2.82% | 5 |
|
|
2023
Q1 | $22.9M | Sell |
97,247
-5,610
| -5% | -$1.32M | 2.64% | 8 |
|
|
2022
Q4 | $22.7M | Sell |
102,857
-511
| -0.5% | -$113K | 2.63% | 7 |
|
|
2022
Q3 | $21.4M | Sell |
103,368
-5,540
| -5% | -$1.15M | 2.72% | 7 |
|
|
2022
Q2 | $23.7M | Sell |
108,908
-9,495
| -8% | -$2.06M | 2.87% | 4 |
|
|
2022
Q1 | $31.1M | Buy |
118,403
+5,210
| +5% | +$1.37M | 3.37% | 3 |
|
|
2021
Q4 | $31.4M | Buy |
+113,193
| New | +$31.4M | 3.15% | 3 |
|