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
2020
Q4
$3.24M Buy
2020
Q3
$2.72M Sell
2020
Q2
$2.57M Sell
2020
Q1
$2.18M Buy
2019
Q4
$2.76M Sell
2019
Q3
$2.61M Sell
2019
Q2
$2.62M Buy
2019
Q1
$1.67M Buy
2018
Q4
$1.47M Sell
2018
Q3
$1.94M Sell
2018
Q2
$1.91M Hold
2018
Q1
$1.84M Sell
2017
Q4
$1.96M Sell
2017
Q3
$1.86M Sell
2017
Q2
$1.93M Hold
2017
Q1
$1.87M Sell
2016
Q4
$1.79M Sell
2016
Q3
$1.89M Sell
2016
Q2
$1.84M Buy