Wechter Feldman Wealth Management’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
Q1 | – | Sell |
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|
2019
Q4 | $20.7M | Sell |
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|
2019
Q3 | $19.3M | Sell |
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2019
Q2 | $19.4M | Sell |
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|
2019
Q1 | $19.1M | Buy |
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|
2018
Q4 | $16.7M | Sell |
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2018
Q3 | $19.9M | Sell |
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|
2018
Q2 | $19.2M | Sell |
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|
2018
Q1 | $19.5M | Sell |
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|
2017
Q4 | $21M | Sell |
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|
2017
Q3 | $20.4M | Sell |
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|
2017
Q2 | $20M | Buy |
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|
2017
Q1 | $18.6M | Buy |
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|
2016
Q4 | $17.6M | Buy |
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