Trellis Advisors’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
2023
Q4
Sell
2023
Q3
$2.13M Sell
2023
Q2
$2.22M Sell
2023
Q1
$2.14M Sell
2022
Q4
$2.08M Sell
2022
Q3
$2.29M Sell
2022
Q2
$2.47M Sell
2022
Q1
$2.99M Sell
2021
Q4
$3.21M Sell
2021
Q3
$3.08M Sell
2021
Q2
$3.16M Sell
2021
Q1
$3.06M Sell
2020
Q4
$2.99M Sell
2020
Q3
$2.66M Sell
2020
Q2
$2.45M Sell
2020
Q1
$2.03M Sell
2019
Q4
$2.7M Buy
2019
Q3
$2.37M Sell
2019
Q2
$2.38M Sell
2019
Q1
$2.5M Sell
2018
Q4
$2.25M Sell
2018
Q3
$2.69M Sell
2018
Q2
$2.55M Sell
2018
Q1
$3.15M Sell
2017
Q4
$3.22M Buy