Weitz Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-11,000
| Closed | -$1.46M | – | 85 |
|
|
2016
Q4 | $1.46M | Buy |
+11,000
| New | +$1.46M | 0.06% | 63 |
|
|
2016
Q1 | – | Sell |
-41,515
| Closed | -$5M | – | 67 |
|
|
2015
Q4 | $5M | Buy |
+41,515
| New | +$5M | 0.17% | 56 |
|
|
2015
Q1 | – | Sell |
-2,310
| Closed | -$282K | – | 68 |
|
|
2014
Q4 | $282K | Buy |
+2,310
| New | +$282K | 0.01% | 68 |
|