WFWM
Wechter Feldman Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-109,935
| Closed | -$20.7M | – | 21 |
|
|
2019
Q4 | $20.7M | Sell |
109,935
-1,093
| -1% | -$206K | 13.81% | 2 |
|
|
2019
Q3 | $19.3M | Sell |
111,028
-1,512
| -1% | -$263K | 12.17% | 2 |
|
|
2019
Q2 | $19.4M | Sell |
112,540
-1,936
| -2% | -$334K | 12.85% | 2 |
|
|
2019
Q1 | $19.1M | Buy |
114,476
+515
| +0.5% | +$85.9K | 12.46% | 2 |
|
|
2018
Q4 | $16.7M | Sell |
113,961
-1,416
| -1% | -$208K | 16.11% | 1 |
|
|
2018
Q3 | $19.9M | Sell |
115,377
-3,092
| -3% | -$533K | 12.15% | 1 |
|
|
2018
Q2 | $19.2M | Sell |
118,469
-6,271
| -5% | -$1.02M | 13.23% | 1 |
|
|
2018
Q1 | $19.5M | Sell |
124,740
-8,048
| -6% | -$1.26M | 13.79% | 1 |
|
|
2017
Q4 | $21M | Sell |
132,788
-3,545
| -3% | -$561K | 14.69% | 1 |
|
|
2017
Q3 | $20.4M | Sell |
136,333
-2,600
| -2% | -$388K | 15.61% | 1 |
|
|
2017
Q2 | $20M | Buy |
138,933
+5,897
| +4% | +$849K | 16.03% | 1 |
|
|
2017
Q1 | $18.6M | Buy |
133,036
+698
| +0.5% | +$97.7K | 12.78% | 1 |
|
|
2016
Q4 | $17.6M | Buy |
+132,338
| New | +$17.6M | 11.52% | 1 |
|