Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.4M | Sell |
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|
2020
Q4 | $3.24M | Buy |
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|
2020
Q3 | $2.72M | Sell |
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|
2020
Q2 | $2.57M | Sell |
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|
2020
Q1 | $2.18M | Buy |
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|
2019
Q4 | $2.76M | Sell |
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|
2019
Q3 | $2.61M | Sell |
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|
2019
Q2 | $2.62M | Buy |
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|
2019
Q1 | $1.67M | Buy |
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|
2018
Q4 | $1.47M | Sell |
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|
2018
Q3 | $1.94M | Sell |
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|
2018
Q2 | $1.91M | Hold |
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|
2018
Q1 | $1.84M | Sell |
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|
2017
Q4 | $1.96M | Sell |
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|
2017
Q3 | $1.86M | Sell |
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|
2017
Q2 | $1.93M | Hold |
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|
2017
Q1 | $1.87M | Sell |
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|
2016
Q4 | $1.79M | Sell |
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|
2016
Q3 | $1.89M | Sell |
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|
2016
Q2 | $1.84M | Buy |
|