US Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-82
| Closed | -$10K | – | 214 |
|
|
2016
Q1 | $10K | Sell |
82
-10
| -11% | -$1.22K | 0.02% | 211 |
|
|
2015
Q4 | $11K | Hold |
92
| – | – | 0.01% | 306 |
|
|
2015
Q3 | $10K | Hold |
92
| – | – | 0.02% | 259 |
|
|
2015
Q2 | $11K | Hold |
92
| – | – | 0.01% | 229 |
|
|
2015
Q1 | $11K | Hold |
92
| – | – | 0.01% | 256 |
|
|
2014
Q4 | $11K | Buy |
+92
| New | +$11K | 0.01% | 235 |
|