Syverson Strege & Co’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,620
| Closed | -$443K | – | 72 |
|
|
2023
Q4 | $443K | Buy |
1,620
+13
| +0.8% | +$3.56K | 0.17% | 43 |
|
|
2023
Q3 | $394K | Buy |
1,607
+50
| +3% | +$12.3K | 0.18% | 42 |
|
|
2023
Q2 | $396K | Sell |
1,557
-257
| -14% | -$65.4K | 0.17% | 44 |
|
|
2023
Q1 | $427K | Buy |
1,814
+102
| +6% | +$24K | 0.18% | 42 |
|
|
2022
Q4 | $378K | Buy |
1,712
+196
| +13% | +$43.3K | 0.17% | 42 |
|
|
2022
Q3 | $314K | Buy |
1,516
+106
| +8% | +$22K | 0.16% | 51 |
|
|
2022
Q2 | $306K | Buy |
1,410
+69
| +5% | +$15K | 0.11% | 53 |
|
|
2022
Q1 | $352K | Buy |
1,341
+4
| +0.3% | +$1.05K | 0.38% | 45 |
|
|
2021
Q4 | $371K | Buy |
1,337
+4
| +0.3% | +$1.11K | 0.28% | 47 |
|
|
2021
Q3 | $340K | Buy |
1,333
+33
| +3% | +$8.42K | 0.27% | 46 |
|
|
2021
Q2 | $333K | Buy |
1,300
+2
| +0.2% | +$512 | 0.3% | 45 |
|
|
2021
Q1 | $308K | Sell |
1,298
-46
| -3% | -$10.9K | 0.32% | 44 |
|
|
2020
Q4 | $300K | Buy |
+1,344
| New | +$300K | 0.29% | 46 |
|