Tradition Wealth Management’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 |
-38
| Closed | -$10K | – | 801 |
|
|
2023
Q4 | $10K | Hold |
38
| – | – | ﹤0.01% | 1000 |
|
|
2023
Q3 | $9K | Hold |
38
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q2 | $10K | Hold |
38
| – | – | ﹤0.01% | 1037 |
|
|
2023
Q1 | $9K | Hold |
38
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q4 | $8K | Hold |
38
| – | – | ﹤0.01% | 947 |
|
|
2022
Q3 | $8K | Hold |
38
| – | – | ﹤0.01% | 972 |
|
|
2022
Q2 | $8K | Hold |
38
| – | – | ﹤0.01% | 874 |
|
|
2022
Q1 | $10K | Hold |
38
| – | – | ﹤0.01% | 902 |
|
|
2021
Q4 | $11K | Buy |
+38
| New | +$11K | ﹤0.01% | 896 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$2K | – | 915 |
|
|
2020
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 944 |
|