Syverson Strege & Co’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
Sell
2023
Q4
$443K Buy
2023
Q3
$394K Buy
2023
Q2
$396K Sell
2023
Q1
$427K Buy
2022
Q4
$378K Buy
2022
Q3
$314K Buy
2022
Q2
$306K Buy
2022
Q1
$352K Buy
2021
Q4
$371K Buy
2021
Q3
$340K Buy
2021
Q2
$333K Buy
2021
Q1
$308K Sell
2020
Q4
$300K Buy