WestEnd Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $8.61K | Sell |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $58.3K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $74.4K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $79.2K | Hold |
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|
2020
Q4 | $74.7K | Buy |
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|
2020
Q3 | $64.2K | Hold |
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|
2020
Q2 | $59.1K | Hold |
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|
2020
Q1 | $48.7K | Sell |
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|
2019
Q4 | $66.3K | Hold |
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|
2019
Q3 | $61.2K | Hold |
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|
2019
Q2 | $60.7K | Hold |
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|
2019
Q1 | $58.7K | Sell |
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|
2018
Q4 | $53.3K | Hold |
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|
2018
Q3 | $62.5K | Hold |
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|
2018
Q2 | $58.9K | Sell |
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|
2018
Q1 | $57.5K | Hold |
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|
2017
Q4 | $58.2K | Hold |
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|
2017
Q3 | $54.9K | Buy |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $45.6K | Hold |
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|
2016
Q4 | $43.4K | Sell |
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|
2016
Q3 | $44.9K | Hold |
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|
2016
Q2 | $43.4K | Buy |
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|
2016
Q1 | $41.6K | Sell |
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|
2015
Q4 | $46.9K | Hold |
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|
2015
Q3 | $44.4K | Sell |
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|
2015
Q2 | $53.7K | Sell |
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|
2015
Q1 | $112K | Sell |
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|
2014
Q4 | $134K | Sell |
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|
2014
Q3 | $138K | Sell |
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|
2014
Q2 | $141K | Sell |
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|
2014
Q1 | $144K | Sell |
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|
2013
Q4 | $159K | Hold |
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|
2013
Q3 | $146K | Sell |
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|
2013
Q2 | $192K | Buy |
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