TG
Threshold Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $12.1M | Buy |
81,042
+30,198
| +59% | +$4.51M | 9.64% | 4 |
|
|
2017
Q2 | $7.32M | Sell |
50,844
-5,846
| -10% | -$842K | 6.47% | 5 |
|
|
2017
Q1 | $7.93M | Buy |
56,690
+19,269
| +51% | +$2.7M | 7.64% | 4 |
|
|
2016
Q4 | $4.98M | Sell |
37,421
-6,493
| -15% | -$863K | 4.34% | 9 |
|
|
2016
Q3 | $5.63M | Sell |
43,914
-753
| -2% | -$96.5K | 5.45% | 5 |
|
|
2016
Q2 | $5.54M | Buy |
44,667
+4,993
| +13% | +$619K | 5.54% | 5 |
|
|
2016
Q1 | $4.8M | Sell |
39,674
-22,706
| -36% | -$2.74M | 6.64% | 5 |
|
|
2015
Q4 | $7.51M | Buy |
+62,380
| New | +$7.51M | 9.93% | 3 |
|