Wall Capital Group’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 | $4.2M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.94M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.51M | Hold |
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|
2022
Q3 | $3.2M | Hold |
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|
2022
Q2 | $3.45M | Hold |
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|
2022
Q1 | $4.02M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.92M | Hold |
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|
2021
Q1 | $3.64M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7.36M | Hold |
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|
2020
Q2 | $6.77M | Hold |
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|
2020
Q1 | $5.58M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Buy |
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