Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8.09M | Sell |
41,341
-7,824
| -16% | -$1.53M | 0.29% | 48 |
|
|
2020
Q2 | $8.85M | Sell |
49,165
-292
| -0.6% | -$52.6K | 0.63% | 27 |
|
|
2020
Q1 | $7.34M | Sell |
49,457
-13,749
| -22% | -$2.04M | 0.64% | 29 |
|
|
2019
Q4 | $11.9M | Buy |
63,206
+462
| +0.7% | +$87.1K | 0.8% | 25 |
|
|
2019
Q3 | $10.9M | Sell |
62,744
-1,261
| -2% | -$219K | 0.8% | 25 |
|
|
2019
Q2 | $11M | Sell |
64,005
-1,487
| -2% | -$256K | 0.83% | 24 |
|
|
2019
Q1 | $10.9M | Buy |
65,492
+5,745
| +10% | +$958K | 0.82% | 23 |
|
|
2018
Q4 | $8.78M | Buy |
59,747
+5,514
| +10% | +$810K | 0.78% | 24 |
|
|
2018
Q3 | $9.34M | Buy |
54,233
+6,523
| +14% | +$1.12M | 0.77% | 22 |
|
|
2018
Q2 | $7.74M | Buy |
47,710
+2,576
| +6% | +$418K | 0.7% | 25 |
|
|
2018
Q1 | $7.06M | Buy |
45,134
+3,958
| +10% | +$619K | 0.66% | 28 |
|
|
2017
Q4 | $6.51M | Buy |
41,176
+29,123
| +242% | +$4.61M | 0.63% | 29 |
|
|
2017
Q3 | $1.8M | Buy |
12,053
+634
| +6% | +$94.6K | 0.2% | 82 |
|
|
2017
Q2 | $1.65M | Hold |
11,419
| – | – | 0.19% | 82 |
|
|
2017
Q1 | $1.6M | Buy |
11,419
+134
| +1% | +$18.8K | 0.23% | 65 |
|
|
2016
Q4 | $1.5M | Buy |
11,285
+240
| +2% | +$31.9K | 0.22% | 70 |
|
|
2016
Q3 | $1.42M | Buy |
11,045
+54
| +0.5% | +$6.92K | 0.22% | 71 |
|
|
2016
Q2 | $1.36M | Buy |
10,991
+2,262
| +26% | +$281K | 0.23% | 70 |
|
|
2016
Q1 | $1.06M | Buy |
8,729
+92
| +1% | +$11.1K | 0.19% | 85 |
|
|
2015
Q4 | $1.04M | Buy |
+8,637
| New | +$1.04M | 0.19% | 85 |
|