Watermark Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Watermark Asset Management’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$29K	Buy
2018 Q3	$34K	Buy
2018 Q2	$32K	Hold
2018 Q1	$31K	Sell
2017 Q4	$33K	Buy
2017 Q3	$31K	Buy
2017 Q2	$30K	Hold
2017 Q1	$29K	Buy