Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8.09M | Sell |
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2020
Q2 | $8.85M | Sell |
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2020
Q1 | $7.34M | Sell |
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|
2019
Q4 | $11.9M | Buy |
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|
2019
Q3 | $10.9M | Sell |
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|
2019
Q2 | $11M | Sell |
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|
2019
Q1 | $10.9M | Buy |
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|
2018
Q4 | $8.78M | Buy |
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|
2018
Q3 | $9.34M | Buy |
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|
2018
Q2 | $7.74M | Buy |
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|
2018
Q1 | $7.06M | Buy |
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|
2017
Q4 | $6.51M | Buy |
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|
2017
Q3 | $1.8M | Buy |
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|
2017
Q2 | $1.65M | Hold |
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|
2017
Q1 | $1.6M | Buy |
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|
2016
Q4 | $1.5M | Buy |
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|
2016
Q3 | $1.42M | Buy |
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|
2016
Q2 | $1.36M | Buy |
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|
2016
Q1 | $1.05M | Buy |
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|
2015
Q4 | $1.04M | Buy |
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