V Wealth 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
Q3 | – | Sell |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $377K | Hold |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $295K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $238K | Sell |
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|
2020
Q1 | $281K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $178K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $256K | Buy |
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|
2016
Q2 | $234K | Buy |
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